Listen Now Today we’re going to talk about municipal bonds—what they are, when they make sense, and how to use them in a retirement-focused portfolio. Sign up for my newsletter so you can easily reply to my emails with your thoughts or questions for the...
Watch Now Listen Now In this episode, I welcome back Callie Cox, Chief Market Strategist at Ritholtz Wealth Management and author of the excellent Substack, OptimistiCallie. Callie and I dig deep into the tension between Wall Street’s excitement around AI and the more...
Listen Now We’ve all been to a lively dinner with a dozen friends where the conversation bounces from one end of the table to the other, glasses clink, and everyone seems to be ordering with reckless abandon. One friend orders a round of craft cocktails. Another...
Watch Now Listen Now This week, I welcome back Fran Kinniry, Senior Investment Executive at Vanguard and Head of the Investment Advisory Research Center. Fran is often described as the “father” of Vanguard’s Advisor’s Alpha framework, which just celebrated its 25th...
Listen Now Recently, I joined Jesse Cramer on The Best Interest Podcast for a conversation on volatility, investor behavior, and how to avoid overreacting to headlines. We unpack why market noise can distort long-term plans and what to do when your risk tolerance...
