S&P 500 or S&P 7? Rethinking Diversification

Shredding Market Narratives with Math.

Episode Description: Shredding Market Narratives The headlines say one thing. The market does another. In this episode, we break down the disconnect between price action and media narratives — and why at Sage Planning Solutions, we trust math over stories. We challenge popular indicators like the CAPE Ratio (popularized by Robert Shiller) and the Buffett Indicator (associated with Warren Buffett), explain what’s really driving returns (hint: earnings, not hype), and discuss diversification risks inside the S&P 500. Plus, we highlight healthcare and small caps as we head into 2026. Less narrative. More numbers.

Market dynamics, real estate trends, and investment strategies with focus on global economic shifts and generational wealth transfer.

In this episode, with Senior Portfolio Manager David Cox from Raymond James Ltd., we have a discussion about international conferences, market dynamics, real estate trends, and investment strategies with a focus on global economic shifts and generational wealth transfer.

S&P 500 or S&P 7? Rethinking Diversification

In this episode, I sit down once again with returning guest Portfolio Manager James Abate, one of our most requested voices on markets and macro trends. We dive straight into what’s shaping investor behavior heading into 2026 —starting with the MAG 7 and how its impact has turned the S&P 500 into an undiversified index.

Noise & Knowledge: Bob Stein on Markets, Media & Global Issues

What do tariffs, market valuations, and the GDP tell us about how markets move? In this high-voltage episode, our guest Bob Stein breaks down policy moves, volatility trends, and the truth behind media noise. We unpack why traditional news is keeping you misinformed, how U.S. consumers drive the global engine, and where America stands with its allies. No fluff. Just real talk on what actually movesmarkets. If you're tired of clickbait headlines and want to understand the real mechanics of global economics, this one's a must-listen.

Keeping a Clear Mind Part 2

This is Part Two of our conversation on market volatility from April 7th, 2025, and the emotional toll it can take on even the most seasoned investors. What a difference a month makes. In this episode, we revisit the questions we’ve been getting all week, dig deeper into the behavioral traps triggered by uncertainty, and discuss how to make decisions that serve your long-term strategy, not short-term fear. We also talk candidly about the importance of perspective: what’s noise, what matters, and how to distinguish the two in a landscape dominated by headlines and anxiety. As always, we’re here to be your sounding board. The best decisions come from calm, not chaos, and clarity is still within reach. Take a moment, tune in, and let’s keep moving forward—together.