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.
Small Cap Value Stocks, Liquidity + Tax Efficiency, Populism and the Markets (11.8.25)
Insurance Isn't an Investment, Estate Planning, and The Global Portfolio (11.1.25)
Delay Social Security (Please), International Developed Markets, Be Proactive While Aging (10.25.25)
Cracks in Private Markets, Qualified Charitable Distributions, and Q&A (10.18.25)
