Listen Now If you’ve been here for awhile, you’ve heard me talk about the market portfolio quite a bit. Most of the time, I’m using that phrase as shorthand for something pretty simple: a total stock market index fund, maybe paired with a total bond market fund. If...
Watch Now Listen Now Today I’m joined by Marlena Lee, Global Head of Investor Solutions at Dimensional Fund Advisors, to unpack a significant development: ETF share class exemptive relief. Dimensional filed for SEC exemptive relief in July 2023 to offer ETF...
Listen Now In this rebroadcast, I sit in the guest chair to explain why I rarely recommend private markets—and the specific situations where they do belong. I lay out a clear filter built around liquidity, purpose, access, and behavior so you can decide whether...
Watch Now Listen Now In this episode, I’m joined by John Owens, Managing Partner at Brooklyn Fi, to break down year-end planning for people with equity compensation—RSUs, stock options (ISOs/NQSOs), and ESPPs. We talk about how to avoid AMT surprises, unwind a...
Listen Now Gold is going for more than $4,000 an ounce. It’s one of the stories of the year—and what makes it unusual is that stocks are strong at the same time. Turns out that optimism about AI and earnings can coexist with a bid for safety. Today I’m going to do...
Watch Now Listen Now In this conversation, I’m joined by Heather and Doug Boneparth to talk about their new book: Money Together. We unpack what “fair” really looks like in a relationship, how to keep resentment from boiling over, and the habits that make money...
