Listen Now If you ask most baseball fans what makes a great fastball, the first answer you’ll hear is speed. And for a long time, that was the only answer. A fastball was great if it looked fast, if it sounded fast, if hitters swung through it with that late, helpless...
Listen Now If you’ve been here for awhile, you’ve heard me talk about the market portfolio quite a bit. Most of the time, I’m using that phrase as shorthand for something pretty simple: a total stock market index fund, maybe paired with a total bond market fund. If...
Watch Now Listen Now Today I’m joined by Marlena Lee, Global Head of Investor Solutions at Dimensional Fund Advisors, to unpack a significant development: ETF share class exemptive relief. Dimensional filed for SEC exemptive relief in July 2023 to offer ETF...
Listen Now In this rebroadcast, I sit in the guest chair to explain why I rarely recommend private markets—and the specific situations where they do belong. I lay out a clear filter built around liquidity, purpose, access, and behavior so you can decide whether...
Watch Now Listen Now In this episode, I’m joined by John Owens, Managing Partner at Brooklyn Fi, to break down year-end planning for people with equity compensation—RSUs, stock options (ISOs/NQSOs), and ESPPs. We talk about how to avoid AMT surprises, unwind a...
