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.
Tax Alpha, Bond Market Risks, and Health Savings Accounts (11.2.24)
Target Date and LifeCycle Funds, Portfolio Construction Building Blocks, Annuity Sales Explode (10.26.24)
Election Year History, Equity Income Investing, Secure Act 2.0 Changes (10.19.24)
Why You Own What You Own, One Partner Handling the Finances, Short Term Bonds (10.12.24)