This week, we talk variable annuity myths, proprietary investments, the difference between bank deposit rates and treasury bond coupons, and your most valuable assets (time and experiences).
Best-Of (10.4.25)
Diversification is Working, Revenue Sharing, Withdrawal Rates (9.26.25)
Rate Cuts and Your Money, Sequence of Returns Risk, Being Too Conservative (9.20.25)
Lower Short Term Rates, Portfolio Weightings Guide, Tax-Loss Harvesting (9.13.25)