This week’s show covers scenarios showing why account consolidation matters, municipal bonds, semi-liquid (interval) funds, municipal bonds, HSA’s vs. FSA’s, and more!
Rates: Higher for Longer, Hedging Against AI, and Lots More! (8.15.26)
Account Consolidation, Email Extravaganza, Small Cap Value (8.8.26)
Portfolio Landmines, International Investing, Incapacity and Estate Planning (8.1.26)
Value Stocks, Where to Save, Latent Bombs in Your Portfolio (7.25.26)
