This week’s show covers proprietary investments and revenue sharing, when you should start a 529, ostensibly “exclusive” investments, and why we don’t maintain a durable commodities allocation.
Best-Of (10.4.25)
Diversification is Working, Revenue Sharing, Withdrawal Rates (9.26.25)
Rate Cuts and Your Money, Sequence of Returns Risk, Being Too Conservative (9.20.25)
Lower Short Term Rates, Portfolio Weightings Guide, Tax-Loss Harvesting (9.13.25)
