This week’s show covers insurance products sold as investments, sources of return: yield vs. capital appreciation, time to do something about your bonds, and more retirement rule changes for 2025.
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)