This week’s show covers the latest geopolitical-driven market tensions, higher yields for longer and shifting market expectations, and cross-selling/proprietary funds recommended and held by “RIA’s”.
Howard Marks on Bubble Watch, International Stocks, Rebalancing, and Common Retirement Myths (3.1.25)
Private Equity: Caveat Emptor, Finding the Right Trustee, Diversifying Concentrated Stock (2.22.25)
Safe Withdrawal Rates, Investing at a Bank, Gifting, and Large Cap Stocks (2.15.25)
Conflicts of Interest, IRA Mistakes to Avoid, Return to Normal Yield Curve (2.8.25)
