This week’s show covers proprietary investments and revenue sharing, when you should start a 529, ostensibly “exclusive” investments, and why we don’t maintain a durable commodities allocation.
Picking a 529 Plan, Direct Indexing, Corporate Bonds, and Investing Myths (9.6.25)
Portfolio Construction 101, Oregon Estate Tax, Estate Planning Playbook (8.30.25)
Bond Market Opportunities, Catch-Up Secrets, and International Stocks (8.23.25)
Bond Market Opportunities, Catch-Up Secrets, and International Stocks
