This week Josh and Tyler cover why you shouldn’t be paying your advisor to pick stocks, why 2022 has been so bad for bonds, and advisor succession plans.
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)
Why Deficits Matter, Municipal Bonds, Estate Planning Pitfalls (5.31.25)
