When it comes to maximizing wealth, there is usually going to be a mathematically optimal solution, but that solution doesn’t always align with our human emotions. Ben Carlson, co-host of Animal Spirits and author of A Wealth of Common Sense, joins me to talk about...
Is the 60/40 portfolio dead? Both stock and bond markets are down this year, which has led to the traditional framework of the 60/40 portfolio being called into question across a variety of media outlets. Listen now and learn: 5 reasons the 60/40 portfolio is not...
Have you ever finished your tax returns and wondered if you could have done more to maximize your tax breaks for your charitable contributions? If so, you’re not alone. Thanks to tax law changes, many taxpayers who used to itemize their deductions can take the...
Giving to charity is relatively straightforward, but there are many ways to maximize your gift (and benefit) with just a little planning. In this episode, I’m joined by Plancorp’s Sara Gelsheimer, a Senior Wealth Manager with deep knowledge of charitable giving...
Although the popularity of index investing has exploded in the past decade, actively managed funds still make up the majority of investor assets. Listen now and learn: How often active managers fail to beat the marketWhy managers that do win fail to keep...
