This episode covers proprietary funds, revocable living trusts, small cap value stocks, and discusses interest rate cycles.
Markets in Turmoil, Steak Dinners and Your ETF's, Diversification Rides Again (3.8.25)
Howard Marks on Bubble Watch, International Stocks, Rebalancing, and Common Retirement Myths (3.1.25)
Private Equity: Caveat Emptor, Finding the Right Trustee, Diversifying Concentrated Stock (2.22.25)
Safe Withdrawal Rates, Investing at a Bank, Gifting, and Large Cap Stocks (2.15.25)
