This week’s episode covers the landmines that still exist in your bond portfolio, answers email questions, and discusses reasons to be optimistic amidst the carnage.
Private Markets, Diversifying from the Dollar, Consolidating Accounts (6.20.25)
Not All Investment Accounts Are Created Equal, Corporate Bonds, Delaying Social Security (6.14.25)
Continued Outperformance of International, The Modern 529 Plan, 5 Years Before Retirement (6.7.25)
Why Deficits Matter, Municipal Bonds, Estate Planning Pitfalls (5.31.25)