This week’s show covers Howard Marks’ imfamous Bubble Watch memo, international developed market stocks, when you should rebalance, and common retirement myths.
Bond Accounts, Total Return Investing, Consolidation, and Inheritance Guidelines (7.26.25)
The New 4% Rule, To Cut or Not to Cut, Summer Reading List (7.19.2025)
Tax-Efficient Investing, Annuities, Accessing Lump Sums From IRA's (7.12.25)
Direct Indexing, A Primer on T-Bills, Estate Planning Checklist (7.5.25)
