This week’s episode includes email questions, a recap of the best October since 1976, and continued coverage of the growth to value rotation.
Investing in an Election Year, How Much you Need to Retire, Life Insurance, and Rebalancing (3.23.24)
Higher for (Even) Longer, Small Cap Value Stocks, Estate Planning Checklist (3.16.24)
ETF's 101, College Savings Options, and Estate Planning Galore (3.11.24)
How to Build Your Investment Portfolio, Common IRA Mistakes, and Investment Automation (3.2.24)