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.
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)
