This week’s show covers the NWQ Markets in Turmoil special, diversification suddenly working again, and how steak dinners end up in your portfolio.
Bond Allocations, Beware the Average Advisor, Mistakes Investors are Making Now (3.14.26)
Defensive Stock Investing, Asset Allocation in Retirement, Estate Planning (3.7.26)
Preparing for Cognitive Decline, What You Can Learn From a 1099, Estate Planning Pitfalls (2.28.26)
Small Cap Value Stocks, Passing the Torch, and Three Things That Really Matter (2.21.26)
