This week’s show covers the game of chicken playing out between the markets and the Fed, revisits what most “Financial Advisors” actually do, and examines the role of bonds in your portfolio.
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)
Capital Gains Distributions List, When to File for Social Security, and What's your Number? (11.16.24)