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3-19-26 Will The Fed Backstop Exuberance Again
The private credit market has exploded from under $500 billion a decade ago to $1.2 trillion domestically and $1.7 trillion globally — and stress is …
5 months, 4 weeks ago
3-18-26 Q&A Wednesday - Open Season
Lance Roberts & Danny Ratliff break down today's most pressing market and personal finance topics: selling pressure signals, credit spreads as a lead…
5 months, 4 weeks ago
3-17-26 Fixing Your Broken Emergency Fund
Is your financial plan built to survive a market crash — or a $5,000 emergency? Lance Roberts & Jon Penn break down what retirees and younger workers…
5 months, 4 weeks ago
3-16-26 Oil Shock - Markets Reprice Risk
Oil volatility is shaking global markets after disruptions in the Strait of Hormuz triggered the largest modern oil supply shock. Crude briefly surge…
6 months ago
3-13-26 The Psychology of Spending in Retirement
Retirement income planning isn’t just about withdrawal rates, portfolio construction, or tax strategies. For many retirees, the hardest part of retir…
6 months ago
3-12-26 The “Value Rotation” Illusion
The market narrative says investors are rotating out of expensive growth stocks and into cheaper value stocks. But is that actually happening? Jon Pe…
6 months ago
3-11-26 Q&A Day - Technical Breakdown in the S&P 500 - What Comes Next
Jon Penn & Devoda Owens cover key financial planning and market topics affecting investors and retirees, beginning with market commentary on the Iran…
6 months ago
3-10-26 The Benefits Talk Every Business Owner Needs
Consider this the money talk your Dad would have given you if he knew everything about running a business. Jon Penn and Tom Allen provide straight-ta…
6 months ago
3-9-26 IRA's - The Ticking Tax Bomb
Is your IRA a ticking tax time bomb? Most retirement savers don't realize that every dollar sitting in a traditional IRA will eventually be taxed — …
6 months, 1 week ago
3-6-26 Diversification Is Not Risk Management
Most investors believe diversification protects them from risk. It does not. Richard Rosso breaks down what diversification actually does, what it d…
6 months, 1 week ago