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 Cap Value Stocks, Liquidity + Tax Efficiency, Populism and the Markets (11.8.25)
Insurance Isn't an Investment, Estate Planning, and The Global Portfolio (11.1.25)
Delay Social Security (Please), International Developed Markets, Be Proactive While Aging (10.25.25)
Cracks in Private Markets, Qualified Charitable Distributions, and Q&A (10.18.25)
