This week’s show covers asset allocation in the decade ahead, the only acceptable way to take duration risk in your portfolio, ETF’s 101, and tax-loss harvesting.
Municipal Bonds, Long Term Care Insurance Premium Increases, Managing an Inheritance (6.28.25)
Private Markets, Diversifying from the Dollar, Consolidating Accounts (6.20.25)
Not All Investment Accounts Are Created Equal, Corporate Bonds, Delaying Social Security (6.14.25)
Continued Outperformance of International, The Modern 529 Plan, 5 Years Before Retirement (6.7.25)
