This week’s episode of Financial Focus Radio covers changing expectations for the interest rate outlook, small-cap value stocks, tax-loss harvesting, an estate planning checklist, and self-employed retirement plan options.
Diversification is Working, Blue-Chip Renaissance, Hidden Risks in Bonds (2.7.26)
Sequence of Returns Risk, Avoiding RMD Mistakes, Rebalancing in a Lofty Market (1.31.26)
Consolidation, More on Muni-Bonds, Earn More on Your Cash (1.24.26)
Financial Advice Conflicts, What to do with CD Cash, Be Proactive About Handing off the Reins (1.17.26)