This week, financial history expert Jamie Catherwood of Investor Amnesia joins the show to share the history of innovation in investment vehicles from 1774 to 2023. Listen now and learn: The importance of understanding financial history Lessons from bubbles of the...
The daily news cycle is of very little importance when it comes to long-term investing, but the failure of Silicon Valley Bank is the type of news item that catches the attention of even the most disciplined investor. Listen now and learn: What happened with...
In this episode, I’m joined by Jeremy Schwartz, Global Chief Investment Officer at WisdomTree. Prior to joining WisdomTree in 2005, Jeremy was a head research assistant for Professor Jeremy Siegel and, in 2022, became Professor Siegel’s co-author on the sixth edition...
Being more than a year into the current bear market, it’s natural to wonder when it will end. In this episode, Peter shares his thoughts on where we are in the market cycle and how to invest going forward. Listen now and learn: Typical size and duration of bear market...
The SECURE 2.0 Act passed at the end of 2022 includes 100 changes to the rules governing retirement savings. In this episode, I’m joined by Plancorp’s Chief Planning Officer, Brian King, to talk through the most important opportunities resulting from the legislation....
Creating a budget and sticking to it is difficult for most people because the process is time-consuming and restrictive. Traditional budgeting forces you to make every decision as if you live in a spreadsheet. But guess what? You don’t live in a spreadsheet. Listen...
