This week’s show covers asset allocation in the decade ahead, the only acceptable way to take duration risk in your portfolio, ETF’s 101, and tax-loss harvesting.
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)
Best-Of (7.27.24)