Knowing When to Sell with Keith Kaplan

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When you see endless stories of greed and speculation in the market...

And you feel in your heart something is wrong...

But stocks continue to rise higher and higher...

What's an investor to do?

This week Dan sits down with Tradesmith CEO, Keith Kaplan, to help answer this difficult conundrum...

Before Keith came to Tradesmith, he worked as a software architect for many years...

But despite a great profession, a steady income, and a good head on his shoulders, he struggled with his investments...

During his quest to improve, he was stunned and frustrated with the general lack of available tools and financial literacy most investors have...

Now, he's using his 25 years of experience as a veteran software architect to change that, by providing sophisticated but easy-to-use tools for the everyday retail investor.

During their conversation, Keith talks about some of the mistakes he made early in his investing career, and how his new software aims to eliminate those emotional errors.

He even shows Dan how Tradesmith's software can reduce the risk in your portfolio by simple allocation...

But whether you use Tradesmith – or another system for your "buy" and "sell" signals – Keith and Dan both agree the most important thing is to have a plan and stick to it.

If you're concerned about the possibility of an oncoming bear market, but are still holding stocks, this is a conversation you do not want to miss...

246 episodes