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.
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)
