This week’s show covers the latest Vanguard “Advisor’s Alpha” Survey, what to do with excess cash, and new paradigms confronting markets in the 2020’s.
Diversification is Working, Revenue Sharing, Withdrawal Rates (9.26.25)
Rate Cuts and Your Money, Sequence of Returns Risk, Being Too Conservative (9.20.25)
Lower Short Term Rates, Portfolio Weightings Guide, Tax-Loss Harvesting (9.13.25)
Picking a 529 Plan, Direct Indexing, Corporate Bonds, and Investing Myths (9.6.25)
