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.
Investing Myths, Value Stock Rotation, Annuity Problems, and Gifting (4.4.26)
Iran War Market Volatility in Perspective, Asset Location, Choosing Funds (3.28.26)
Bond Allocations, Beware the Average Advisor, Mistakes Investors are Making Now (3.14.26)
Defensive Stock Investing, Asset Allocation in Retirement, Estate Planning (3.7.26)
