This week’s show covers mid-career investors, account consolidation, safe money options, reasons not to own actively managed mutual funds, and living trusts.
Proprietary Investments and Revenue Sharing, "Exclusive Investments", and Commodities as a Durable Allocation (4.27.24)
Dividend Investing, Securities-Based Lending, and Portfolio Construction for Retirees (4.20.24)
Latest Market Update, Higher For Longer and Longer, Cross-Selling and Proprietary Funds (4.13.24)
Market Update, A Tribute to Daniel Kahneman, and Best-Of (3.30.24)