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.
Rates: Higher for Longer, Hedging Against AI, and Lots More! (8.15.26)
Account Consolidation, Email Extravaganza, Small Cap Value (8.8.26)
Portfolio Landmines, International Investing, Incapacity and Estate Planning (8.1.26)
Value Stocks, Where to Save, Latent Bombs in Your Portfolio (7.25.26)
