This week’s show covers Small Cap Value stocks, Morningstar’s latest study on why people fire their financial advisor, bonus anuities, and how to build your asset allocation.
Small Caps, How to Combat Recency Bias, Lessons Learned from the Last Correction (8.31.24)
Annuities: The Last Big Surprise, Lessons Learned From the Last Correction, RMD Options (8.24.24)
Gold Bugs, Bad Employer-Sponsored Plans, Bonds, and Three Investment Fallacies (8.17.24)
Putting Volatility in Perspective, Low-Vol Stocks, ETF's, and Tons of Emails (8.10.24)