This week’s show covers mid-cap stocks, donor advised funds, why financial plans are (mostly) a waste, and lots of listener questions!
Investing Myths, Value Stock Rotation, Annuity Problems, and Gifting (4.4.26)
Iran War Market Volatility in Perspective, Asset Location, Choosing Funds (3.28.26)
Bond Allocations, Beware the Average Advisor, Mistakes Investors are Making Now (3.14.26)
Defensive Stock Investing, Asset Allocation in Retirement, Estate Planning (3.7.26)
