EP 97: Individual Bonds vs Bond Funds

EP 97: Individual Bonds vs Bond Funds

Bond funds are superior to individual bonds for four distinct reasons.  Listen now and learn: The hidden costs in individual bonds The easy-win individual bonds miss out on How to transition from individual bonds to bond funds Listen Now Show Notes In this...
EP 97: Individual Bonds vs Bond Funds

EP 95: What Is Direct Indexing?

As consumers, we’ve come to expect customization and personalization with most things these days, whether it’s our coffee order, streaming preferences, or insurance policies…So why should our investments be any different? With direct indexing, investors can create...
EP 92: Stocks for The Long Run with Jeremy Schwartz

EP 92: Stocks for The Long Run with Jeremy Schwartz

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...
Subscribe To My Email List

Subscribe To My Email List

Sign up for my email list and I’ll teach you everything I know about making smart money decisions.

You have Successfully Subscribed!

Download the Goal Planning Worksheet

Please enter your email and we will send it right over!

Please check your inbox shortly!

Download the Net Worth Worksheet

Please enter your email and we will send it right over!

Please check your inbox shortly!

Download the Cash Flow Worksheet

Please enter your email and we will send it right over!

Please check your inbox shortly!

Download the How to Interview a Financial Advisor Worksheet

Please enter your email and we will send it right over!

Please check your inbox shortly!

Download the Rent vs. Buy Worksheet

Please enter your email and we will send it right over!

Please check your inbox shortly!

Get On The List

Sign up for my email list to get practical insights on how to manage your money and investments in unpredictable times. 

You have Successfully Subscribed!

Make Smart Choices With Your Money

Get bi-weekly tips on how to be a disciplined investor, proactive in your finances, and protect your wealth.

You have successfully subscribed!

GOOD THINGS

... come to those who sign up for my bi-weekly newsletter.

New content, my weekly reading links, and more.

You have Successfully Subscribed!

Want a behind-the-scenes tour of my finances?

Get a detailed look at how a CIO of $7 billion dollars manages his own assets, portfolio structure, and deploys extra cash.

Success, check your email for the download!

Get A Behind The Scenes

Tour of My Finances

Get a detailed look at how a CIO of $6 billion dollars manages his own assets, portfolio structure, and deploys extra cash.

You have Successfully Subscribed!

Cover Image - How I Invest

Download Now:

How I Invest

Get a detailed walkthrough of my finances, portfolio, and assets.

Please check your inbox shortly!