This week’s show covers options for short-term money, understanding the relationship you have with your financial advisor, tax-loss harvesting, and the only type of annuity we (sometimes) like.
Direct Indexing, Tax-Efficient Investing, and Bonds 101 (5.4.24)
Proprietary Investments and Revenue Sharing, "Exclusive Investments", and Commodities as a Durable Allocation (4.27.24)
Dividend Investing, Securities-Based Lending, and Portfolio Construction for Retirees (4.20.24)
Latest Market Update, Higher For Longer and Longer, Cross-Selling and Proprietary Funds (4.13.24)