This week’s show covers Mid Cap stocks, Health Savings Accounts, Lump Sum investing vs. Dollar Cost Averaging, and answers lots of email questions.
Picking a 529 Plan, Direct Indexing, Corporate Bonds, and Investing Myths (9.6.25)
Portfolio Construction 101, Oregon Estate Tax, Estate Planning Playbook (8.30.25)
Bond Market Opportunities, Catch-Up Secrets, and International Stocks (8.23.25)
Bond Market Opportunities, Catch-Up Secrets, and International Stocks