This week’s show is heavy on the estate planning content, discusses the foundational building blocks of portfolio construction, and delves into the current situation at the Fed.
Revenge of Diversification, Small-Cap Rally, Backdoor Roth IRA's (7.4.2026)
Corporate Bonds, Building a Diversified Portfolio, Sequence of Returns Risk (6.27.2026)
Social Security Alarmism, Rebalancing, Emails, International Stocks (6.20.26)
Consolidation, Bonds as Diversifiers, Low-Volatility Stocks (6.13.26)