This episode looks at the Debt Ceiling and the markets, the most important drivers of investment returns, Annuity sales and 1035 Exchanges, and more emails and call-ins.
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)