This week’s show covers the latest Vanguard “Advisor’s Alpha” Survey, what to do with excess cash, and new paradigms confronting markets in the 2020’s.
Bond Bombs in Your Portfolio, 2025 Retirement Changes, Saving More in 2025 (1.11.25)
2024 Year-End and Best-Of (1.4.2025)
2024 Year-End Recap, Private Investments Invading your Portfolio, and Book Recommendations (12.28.24)
Investment Lessons from 2024, Don't Die with an Annuity, and Conflicts of Interest (12.14.24)