This week’s show covers why you own what you own, lots of emails, when one partner handles the finances, short-term bonds, and automated investing.
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)
