Watch Now Listen Now Charley Ellis has spent decades studying investment markets, advising institutional investors, and writing some of the most influential books on investing. In this episode of The Long Term Investor, we dive deep into his investment philosophy, why...
Listen Now The Hidden Risk of U.S. Stock Dominance What if I told you that investing only in U.S. stocks might be one of the riskiest decisions for your portfolio? It sounds counterintuitive, right? The S&P 500 has dominated for years, delivering massive returns....
Watch Now Listen Now Ben Brandt, host of the Retirement Starts Today Podcast and Founder of Capital City Wealth Management, joins me to discuss his new book, Retirement Starts Today. Together we explore fresh perspectives on retirement planning, focusing on mindset...
Listen Now How Much Money Do You Need to Retire? That’s the million-dollar question. Or is it the $2 million question? Maybe it’s $5 million or $10 million. Regardless, it’s an important question—one that’s also highly personal. The personal nature of this question is...
Listen Now In this episode of The Long Term Investor, I’m thrilled to bring you a recent conversation I had with my friend Adam Cmejla, CFP®, and host of 20/20 MONEY, on the evolution of investing and why direct indexing is changing the game. We dive into how direct...