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.
Small Caps, How to Combat Recency Bias, Lessons Learned from the Last Correction (8.31.24)
Annuities: The Last Big Surprise, Lessons Learned From the Last Correction, RMD Options (8.24.24)
Gold Bugs, Bad Employer-Sponsored Plans, Bonds, and Three Investment Fallacies (8.17.24)
Putting Volatility in Perspective, Low-Vol Stocks, ETF's, and Tons of Emails (8.10.24)
