This week’s show covers the basics of portfolio construction, small-caps amidst the giant rally, 529 plan flexibility, estate planning basics, and tons of emails.
Investment Lessons from 2024, Don't Die with an Annuity, and Conflicts of Interest (12.14.24)
Faux CFP Value-Adds, Case for Low Volatility Stocks, and Year-End Money Deadlines (12.7.24)
Cash on the Sidelines, Charitable Strategies for Retirees, and Asset Classes NOT to Own (11.30.24)
Rising Rates Amidst Fed Cutting, Emails, and More (11.23.24)
