This week’s show covers the latest Howard Marks memo “Easy Money”, rules-based investing, investment account consolidation (a Financial Focus Radio favorite), and asset classes you shouldn’t own in a taxable account.
Donor Advised Funds, Qualified Charitable Distributions, Creating a Retirement Paycheck (8.29.26)
Rebalancing, HSA's, Being Too Safe (8.22.26)
Rates: Higher for Longer, Hedging Against AI, and Lots More! (8.15.26)
Account Consolidation, Email Extravaganza, Small Cap Value (8.8.26)