Podcast Episodes
Back to Search3-31-2023 – 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, 5 months 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, 5 months 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, 5 months ago
3-28-2023 – REITs Are Under Pressure from the Wave of Banking Fear
Investors are worried that dividend-paying REITs could get squeezed by tenants, lenders, or both.
Today's Stocks & Topics: The Fed, Suze Orman's 5 Th…
3 years, 5 months ago
3-27-2023 – Could the U.S. Be 'Barreling' Towards a Recession?
One analyst says, 'the storm signals are flying' and he is eyeing indicators such as a "sharply" inverted yield curve and tightening of open market f…
3 years, 5 months ago
3-24-2023 – Retirement vs. Emergency Savings: How to Prioritize in a Shaky Economy
More than half of savers are prioritizing short-term financial goals in 2023, including emergency savings, according to a recent study from Fidelity …
3 years, 5 months ago
3-23-2023 – What Could the Federal Reserve’s Rate Hike Mean for Your Money?
For starters, a wide range of consumer finances — from mortgages and credit cards to student loans, auto loans and savings — will be affected by the …
3 years, 5 months ago
3-22-2023 – What Can We Expect for Home Prices in the Real Estate Market?
Higher mortgage rates have been cooling home prices since last summer, and for the first time in a record 131 consecutive months — nearly 11 years — …
3 years, 5 months ago
3-21-2023 – Understanding the UBS Takeover of Credit Suisse and Impact on Bondholders
Some Credit Suisse bond investors’ stakes were wiped out as Swiss authorities facilitated the mega merger.
Today's Stocks & Topics: Housing Sales, In…
3 years, 5 months ago
3-20-2023 – Can You Find Stable Portfolio Income in Retirement?
Investors need to think about how they’ll generate income in retirement, ultimately, and what kind of risk they want associated with that income.
Tod…
3 years, 5 months ago