This week’s show covers the basics of portfolio construction, small-caps amidst the giant rally, 529 plan flexibility, estate planning basics, and tons of emails.
Value Stocks, Where to Save, Latent Bombs in Your Portfolio (7.25.26)
More All-Time Highs, Investment Grade Bonds, Automate Your Investing (7.18.26)
Another Lost Decade, Tax-Free Bonds, 3 Pillars of Planning (7.11.26)
Revenge of Diversification, Small-Cap Rally, Backdoor Roth IRA's (7.4.2026)
