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.
Portfolio Construction Building Blocks, Small-Caps, 529 Plan Flexibility (7.20.24)
Our Three Most Commonly Seen Toxic Investments, HSA's, Brokered CD's, and Secure Act 2.0 (7.13.24)
Our Three Most Commonly Seen Toxic Investments, HSA's, Brokered CD's, and Secure Act 2.0
Mid-Cap Stocks, Why You Own the Wrong Bonds, Donor Advised Funds (7.6.24)
