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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…
4 weeks, 1 day 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…
1 month 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…
1 month 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…
1 month 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…
1 month 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 — …
1 month 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…
1 month, 1 week ago
3-5-26 Passive Aggressive Market - Bogle's Warning Came True
Are passive investors really passive? Not anymore. Lance Roberts & Michael Lebowitz break down how index funds and ETFs — the tools designed for pat…
1 month, 1 week ago
3-4-26 Q & A Wednesday - Ask Us Anything
Are you watching the market and wondering what's really going on? Lance Roberts & Danny Ratliff dive straight into YOUR questions — pulled live from…
1 month, 1 week ago
3-3-26 Ten Immutable Laws of Money
Most people will never build wealth — not because of the economy, but because no one taught them the rules. Lance Roberts & Jonathan Penn break down …
1 month, 1 week ago