This week’s show covers Mid Cap stocks, Health Savings Accounts, Lump Sum investing vs. Dollar Cost Averaging, and answers lots of email questions.
Our Three Most Commonly Seen Toxic Investments, HSA's, Brokered CD's, and Secure Act 2.0
Mid-Cap Stocks, Why You Own the Wrong Bonds, Donor Advised Funds (7.6.24)
Mid-Year Portfolio Check-Up, Investing in Gold, Wills vs. Trusts, and 401k Contributions (6.29.24)
Seven Lessons from Jack Bogle, Election Year Markets Data, and Low-Vol Stocks (6.22.24)