This episode looks at Gold as a durable portfolio allocation, revisits asset location, discusses the ongoing viability of the 60/40 portfolio, and highlights three options for your “safe money”.
Revenge of Diversification, Small-Cap Rally, Backdoor Roth IRA's (7.4.2026)
Corporate Bonds, Building a Diversified Portfolio, Sequence of Returns Risk (6.27.2026)
Social Security Alarmism, Rebalancing, Emails, International Stocks (6.20.26)
Consolidation, Bonds as Diversifiers, Low-Volatility Stocks (6.13.26)