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...
Robin Powell is an award-winning journalist and campaigner for positive change in global investing, advocating better investor education, and greater transparency. Listen now and learn: What evidence-based investing is all aboutThe importance of developing a financial...
Measuring the success of your portfolio is important for several reasons, but most people don’t know how to properly measure the success of their portfolios. Listen now and learn: The purpose of a benchmark for your investment portfolioThe difference between...
Upon starting his independent advisor journey in 2015, Dasarte Yarnway quickly learned that underrepresented clients and advisors alike were overlooked and underserved. Due to the grave statistics associated with this reality, he sought to change the landscape...
