This week’s show covers the early 2000’s analog, annuity sales, investment returns vs. investors returns, and asset location.
Lower Short Term Rates, Portfolio Weightings Guide, Tax-Loss Harvesting (9.13.25)
Picking a 529 Plan, Direct Indexing, Corporate Bonds, and Investing Myths (9.6.25)
Portfolio Construction 101, Oregon Estate Tax, Estate Planning Playbook (8.30.25)
Bond Market Opportunities, Catch-Up Secrets, and International Stocks (8.23.25)
