This show covers the latest market timing data, rules-based investing, the explosion of variable annuity sales, and Castle Trusts.
Latest Market Update, Higher For Longer and Longer, Cross-Selling and Proprietary Funds (4.13.24)
Investing for Mid-career Accumulators, Safe Money Options, Living Trusts (4.6.24)
Market Update, A Tribute to Daniel Kahneman, and Best-Of (3.30.24)
Investing in an Election Year, How Much you Need to Retire, Life Insurance, and Rebalancing (3.23.24)
