This week’s show covers historical interest rate cycles, revenue sharing in the advisory business, small-cap value stocks, and SECURE 2.0 retirement savings changes in 2023 and 2024.
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)
