This week’s show covers Mid Cap stocks, Health Savings Accounts, Lump Sum investing vs. Dollar Cost Averaging, and answers lots of email questions.
Latest Market Update, Higher For Longer and Longer, Cross-Selling and Proprietary Funds (4.13.24)
Investing for Mid-career Accumulators, Safe Money Options, Living Trusts (4.6.24)
Market Update, A Tribute to Daniel Kahneman, and Best-Of (3.30.24)
Investing in an Election Year, How Much you Need to Retire, Life Insurance, and Rebalancing (3.23.24)