This week’s show covers scenarios showing why account consolidation matters, municipal bonds, semi-liquid (interval) funds, municipal bonds, HSA’s vs. FSA’s, and more!
Your Portfolio Risk Gap, Emails, and More! (11.29.25)
Your Portfolio in a Recession, Managing an Inheritance, Bond-O-Rama (11.22.25)
Asset Allocation in an Expensive Market, Capital Gains Distributions, Year-End, and Low Vol (11.15.25)
Small Cap Value Stocks, Liquidity + Tax Efficiency, Populism and the Markets (11.8.25)
