Watch Now Listen Now In this episode, I speak with Dan Rasmussen, author of The Humble Investor, about the often-overlooked power of humility in investment strategy. We kick off the conversation by unpacking the core premise of the book: that humility isn’t...
Listen Now I recently joined the 20/20 Money podcast to explore Opportunity Zones—investment vehicles known for their attractive tax benefits, but often misunderstood risks. As we dissect several real-world scenarios, I share a concept from my upcoming book, The...
Watch Now Listen Now In this episode, Nick Maggiulli, author of the acclaimed finance blog Of Dollars and Data, joins me to unpack his groundbreaking new book, The Wealth Ladder. We dive into fresh insights on how your financial strategy should evolve as you climb...
Listen Now One of the standout investment stories in 2025 has been the strong performance of non-U.S. equities. Specifically, the MSCI ACWI ex-US has generated an impressive total U.S. dollar return of 19%, consisting of a 9.7% local return and an 8.4% currency...
Listen Now We’re officially halfway through 2025, and today, I want to give you a midyear update on what’s been going on in markets, the economy, and politics—and what it all means for investors like you. I’ll be sharing a more in-depth webinar with my email...
