This week’s show we’re back together and diving in to small cap value stocks, the benefits of consolidating with a single custodian, and plenty of listener questions.
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)
Portfolio Landmines, International Investing, Incapacity and Estate Planning (8.1.26)
