This week’s show covers historical interest rate cycles, revenue sharing in the advisory business, small-cap value stocks, and SECURE 2.0 retirement savings changes in 2023 and 2024.
Tribute to the Oracle of Omaha, Donor Advised Funds, Asset Classes you Shouldn't Own (5.17.25)
Best-Of (5.10.25)
Why Your Bonds Aren't Working, Social Security "Bridge", Publicly Traded REIT's (5.3.25)
Best-Of (4.26.2025)
