Episode Details

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down whether a strong January really sets the tone for the rest of the market. They explain why diversification is resurfacing as international stocks and small caps outperform, dig into why the world’s largest asset manager says bonds may no longer protect portfolios the way investors expect, and share smarter ways to manage risk and income in retirement, including shorter-duration bonds and buffered strategies.

The show also tackles real planning decisions around selling appreciated investments, evaluating active managers, estate planning for blended families, and why proactive conversations around aging parents can prevent financial and emotional chaos later on.