This week’s show asks: should you be worried about your bank? This episode also covers DCA vs. Lump Sum Investing, the “when’s” in retirement, and how to avoid making the same mistake as Silicon Valley Bank with your fixed income exposure.
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)