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Cue the Qs
The questions have started pouring in again. Thanks! Today...
Using High-yielding CLOs Instead of Bonds. Adjusting Portfolio for Growth Maryland 529 Plan vs. Other Options Maximizing Growth for Grand…Published on 1 year, 7 months ago
Will They Do What's Best?
The U.S. Labor Department is going to try again to hold some of those who provide advice on retirement assets to actually act in their clients' best interests. Will this new rule actually go into eff…
Published on 1 year, 7 months ago
Your Wealth Grew?
After years of diligently saving and investing a your retirement plans, what should you be doing when your accounts have grown to sizable amounts? Plus, we share the reasons for a small cap and value…
Published on 1 year, 7 months ago
Magic Money Machine
Is it a mutual fund? Is it an annuity? Can one investment met everyone's retirement needs? That's seems to be the claim of the complex BlackRock LifePath Paycheck funds. Plus, we talk about Warren Bu…
Published on 1 year, 7 months ago
Gold is Not Investing
Gold has gotten hot again, but just because you can get a bar at Costco is it a decent investment? We look hack at the history and returns of gold over decades and longer. Plus, we take some listener…
Published on 1 year, 7 months ago
Queries and Responses
On this week's Friday Q&A:
Does more money in emerging markets make sense? What should be done with an 401k now that Vanguard has sold their servicing? Are these two funds diversified enough? Is ther…Published on 1 year, 7 months ago
Big Investing Factors
There aren't many ways to improve your odds while investing in stocks. So, why have investors like Warren Buffet been so successful and why do we belive in factor investing? Plus listeners want to kn…
Published on 1 year, 7 months ago
Strange Money Perspectives
Don't be fooled by "money illusions." We are often confused about money math, particularly when it comes to the impacts of inflation. Our financial psycology can lead us to make bad decisions. The c…
Published on 1 year, 8 months ago
Are Bonds Bad?
After bonds suffered a really bad year in 2022, many investors still hate them. Do all bonds deserve the recent bad reputations? Time for a fixed income reality check. We also discuss the bad advice …
Published on 1 year, 8 months ago
More Fiduciary Help?
Once again, the United States Depratment of Labor is trying to protect retirement investors against the lies told, and the high fees charged, by many providers of advoce for retirement pland rollover…
Published on 1 year, 8 months ago