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.
Portfolio Construction Building Blocks, Small-Caps, 529 Plan Flexibility (7.20.24)
Our Three Most Commonly Seen Toxic Investments, HSA's, Brokered CD's, and Secure Act 2.0 (7.13.24)
Our Three Most Commonly Seen Toxic Investments, HSA's, Brokered CD's, and Secure Act 2.0
Mid-Cap Stocks, Why You Own the Wrong Bonds, Donor Advised Funds (7.6.24)