Now that yields are high enough to warrant our attention, what is the right way to measure yield? Listen now and learn: The pros and cons of 4 popular yield metrics3 reasons to avoid tactically shifting your bond allocation to cash and short-term bonds Listen Now Show...
I love talking shop with colleagues from around the country and wanted to give you a peek into those conversations, so this week I invited two of my favorite Chief Investment Officers, Phil Huber and Rubin Miller. Listen now and learn: Our thoughts on the...
How can two people with the same income, financial experiences, or education have very different levels of financial well-being? It’s simple… A sense of wellness doesn’t come from numbers alone. It’s all about the sense of security and freedom of choice each...
Dr. Burton Malkiel, author of A Random Walk Down Wall Street, joins the show to talk about the 50th anniversary of his investment classic. Listen now and learn: The two biggest mistakes investors makeLessons from market bubbles of the pastPractical ideas for achieving...
The start of a new year is one of the best inflection points for your finances. There are really nice tax planning, investment, and capital allocation opportunities right now. If this year you are considering seeking professional help with your finances, this...
Markets are down, inflation is high, and many are expecting a recession. Are you ready? In this “rewind” episode, I revisit a popular episode that is now more relevant than ever. By the end of this episode, I hope to help you answer an important...
