This week’s show covers what happens to portfolio components during a recession, lots on bonds, managing an inheritance, and lots more!
Year-End Checklist, Stocks vs. Social Security, International Stocks (12.6.25)
Your Portfolio Risk Gap, Emails, and More! (11.29.25)
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)