This week’s show covers why your bond portfolio probably still has issues, to Roth or not to Roth, why certain investments end up in your account, and why “evolving benchmarks” are so common.
Bond Market Opportunities, Catch-Up Secrets, and International Stocks
Active vs. Passive Investing, Emergency Funds, Whole Life Insurance (8.16.25)
Rules-Based Investing, Muni-Bonds, and A Hierarchy for Retirement Savings (8.9.25)
Optimizing Returns on Cash, Relationship Managers, What to Know about Dividends (8.2.25)
