Listen To the Episode Watch The Interview Peter interviews fellow Chief Investment Officer and investment-industry thought leader, Phil Huber. Phil Huber is a wealth management practitioner and an investment-industry thought leader. As a CFA and CFP®, Phil is uniquely...
I’m a big fan of email newsletters, both as a reader and a creator. I’ve been writing my own newsletter since 2010, sending the first one out to a whopping 27 people. These were mostly my family, close friends, and co-workers, so I was pretty sure it wouldn’t be seen...
Listen Now Peter answers your questions in his latest mailbag episode. This episode covers reader and listener questions about: How to estimate spending in retirementAt what point should you stop saving for retirementConsiderations for refinancing in 2022 Show...
Listen Now Cryptocurrency investors have been clamoring for a bitcoin ETF to make it easier for average investors to gain exposure to the crypto market without having to mine bitcoin themselves. The wait is finally over, so now the question is whether the Bitcoin ETF...
While people tend to focus more of their attention towards the stock portion of their portfolios, but understanding the underlying fundamentals of your bond portfolio is important too. The biggest mistakes investors make tend to occur when yields are their lowest, so...
