This week’s show covers the drivers of portfolio return, short-term treasuries, why we think the market is wrong, and what to do with old tax-advantaged accounts.
Investing in an Election Year, How Much you Need to Retire, Life Insurance, and Rebalancing (3.23.24)
Higher for (Even) Longer, Small Cap Value Stocks, Estate Planning Checklist (3.16.24)
ETF's 101, College Savings Options, and Estate Planning Galore (3.11.24)
How to Build Your Investment Portfolio, Common IRA Mistakes, and Investment Automation (3.2.24)