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.
Places to Never Invest, This Time Isn't Different, Creating an Income Plan (2.1.25)
Risk-on, The Demise of International Investing, and Fund Selection (1.25.24)
Sources of Investment Return (Selling Yield), Time to do something about Bonds, and Insurance "Investments" (1.18.25)
Bond Bombs in Your Portfolio, 2025 Retirement Changes, Saving More in 2025 (1.11.25)
