This week’s show covers why your bond portfolio probably still has issues, to Roth or not to Roth, why certain investments end up in your account, and why “evolving benchmarks” are so common.
Your Portfolio Risk Gap, Emails, and More! (11.29.25)
Your Portfolio in a Recession, Managing an Inheritance, Bond-O-Rama (11.22.25)
Asset Allocation in an Expensive Market, Capital Gains Distributions, Year-End, and Low Vol (11.15.25)
Small Cap Value Stocks, Liquidity + Tax Efficiency, Populism and the Markets (11.8.25)
