This week’s show discusses options for your non-interest bearing deposits at the bank, active vs. passive investment management, and the main drivers of investment returns (per Vanguard).
Faux CFP Value-Adds, Case for Low Volatility Stocks, and Year-End Money Deadlines (12.7.24)
Cash on the Sidelines, Charitable Strategies for Retirees, and Asset Classes NOT to Own (11.30.24)
Rising Rates Amidst Fed Cutting, Emails, and More (11.23.24)
Capital Gains Distributions List, When to File for Social Security, and What's your Number? (11.16.24)
