This week’s show covers optimizing return on your cash, what you should know about dividends, relationship managers, and tons of emails!
Investing Myths, Value Stock Rotation, Annuity Problems, and Gifting (4.4.26)
Iran War Market Volatility in Perspective, Asset Location, Choosing Funds (3.28.26)
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)