This show covers lessons from retirees, publicly traded REIT’s, Rules-Based investing, and ETF’s vs. Mutual Funds.
Rates: Higher for Longer, Hedging Against AI, and Lots More! (8.15.26)
Account Consolidation, Email Extravaganza, Small Cap Value (8.8.26)
Portfolio Landmines, International Investing, Incapacity and Estate Planning (8.1.26)
Value Stocks, Where to Save, Latent Bombs in Your Portfolio (7.25.26)
