Podcast Episodes

4-11-2023 – What’s a Safe Withdrawal Rate for Retirees?

With stock and bond prices declining and inflation what it is today, new retirees have run headlong into what retirement researchers call “sequence r…

3 years ago

4-10-2023 – “Which Stocks Performed Best in Q1?”

Of the 844 U.S.-listed stocks covered by Morningstar analysts, 525 rose, while 319 fell.

(Do the statistics give us any clues for today's investing?)

T…

3 years ago

4-7-2023 - Best of Caller Questions - Good Friday Edition

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States…

3 years ago

4-6-2023 – Which Stocks Performed Worst in Q1?

Of the 844 U.S.-listed stocks covered by Morningstar analysts, 29 fell by more than 20% in the first quarter of 2023.

(What can we learn from looking …

3 years ago

4-5-2023 – Major Bank CEO Says the Banking Crisis Is Not Over

Jamie Dimon, longtime JPMorgan Chase CEO, said that even when the current crisis is behind us, there will be repercussions from it for years to come.…

3 years ago

4-4-2023 – What's Causing the Sudden Price Jump in Home Prices?

In December and January, mortgage rates began pulling back, and homebuyers surged ahead.

Today's Stocks & Topics: Gas Prices, Tesla Reports Record Sa…

3 years ago

4-3-2023 – 14 Charts on Q1 2023 Market Performance Tell the Story

After a brutal 2022, stocks and bonds posted gains during the first quarter.

Today's Stocks & Topics: Metaverse, Individual Investors, Private Market…

3 years ago

3-31-2023 – Why Credit Risk Suddenly Matters for Bond Fund Investors

Since the emergence of the banking crisis in early March, the bond market landscape has changed dramatically, leading to big swings in performance am…

3 years ago

3-30-2023 – Are You Unknowingly Subsidizing Your Colleagues’ 401(k) Fees?

The dynamic to understand is a function of the investments you choose and how the 401(k) plan pays costs for administrative expenses.

Today's Stocks …

3 years ago

3-29-2023 – Investment Complexity Is Not Your Friend

The fund industry now includes a dazzling variety of options, from active to passive, long to short, inverse to leveraged, and various combinations t…

3 years ago