Listen Now When Congress creates a new tax-deferred account type, it’s easy to assume that it must be better than what already exists. That seems to be a bit of what’s happening with the new Trump Accounts, which is a new, tax-advantaged way to save for a child and...
Watch Now Listen Now Indexing has won the debate in many investors’ minds, but I still think too few people fully appreciate why. That’s why I was especially excited to sit down with Anu Ganti, Head of U.S. Index Investment Strategy at S&P Dow Jones Indices, on...
Watch Now Listen Now Market headlines change fast, but the questions long-term investors wrestle with tend to stay the same. One week, everyone is focused on geopolitical tensions. The next, it’s AI, recession fears, valuations, or international markets. That’s part...
Watch Now Listen Now Brad Stulberg believes excellence has been misunderstood. Too often, people equate excellence with perfectionism, obsession, or some kind of hyper-optimized, performative lifestyle. But in this conversation, Brad makes the case that true...
Listen Now This is the third and final episode in my three-part series on ETFs. And I want to start by telling you why I did this series in the first place. Plancorp is participating in a 351 exchange in the second quarter with a very large, well-known fund sponsor....
