This episode looks at Gold as a durable portfolio allocation, revisits asset location, discusses the ongoing viability of the 60/40 portfolio, and highlights three options for your “safe money”.
Bond Market Opportunities, Catch-Up Secrets, and International Stocks
Active vs. Passive Investing, Emergency Funds, Whole Life Insurance (8.16.25)
Rules-Based Investing, Muni-Bonds, and A Hierarchy for Retirement Savings (8.9.25)
Optimizing Returns on Cash, Relationship Managers, What to Know about Dividends (8.2.25)
