This week’s show is slightly abbreviated due to the Thanksgiving Holiday. We cover the gap between investors’ perception of how they are invested and their actual allocation, emails, and more!
Year-End Checklist, Stocks vs. Social Security, International Stocks (12.6.25)
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)
