This week’s show covers Small Cap Value stocks, Morningstar’s latest study on why people fire their financial advisor, bonus anuities, and how to build your asset allocation.
Bond Bombs in Your Portfolio, 2025 Retirement Changes, Saving More in 2025 (1.11.25)
2024 Year-End and Best-Of (1.4.2025)
2024 Year-End Recap, Private Investments Invading your Portfolio, and Book Recommendations (12.28.24)
Investment Lessons from 2024, Don't Die with an Annuity, and Conflicts of Interest (12.14.24)
