Podcast Episodes
Back to SearchHow ETFs Help You Cut Your Tax Bill
Episode 355
Exchange-traded funds can help you cut your tax bill. All funds must distribute capital gains from the stocks and bonds that they sell throughout the…
9 months, 3 weeks ago
Tax-Loss Harvesting Isn’t Just for Downturns. Here’s Why
Episode 354
Your portfolio might be due for an end-of-the-year cleanup. The Morningstar US Market Index is up about 15% through mid-November 2025, and overall pe…
9 months, 4 weeks ago
Bond ETFs Are Surging in Popularity in 2025. Here Are 5 of the Best
Episode 353
Investors are betting big on bond exchange-traded funds. Hundreds of billions of dollars have poured into bond ETFs in the first nine months of 2025.…
10 months ago
Investors Still Need to Mind the Gap in Their Funds’ Returns
Episode 352
Are you getting the most out of your fund’s performance? Over the past 10 years, the average dollar invested in US mutual funds and exchange-traded f…
10 months, 1 week ago
The US Dollar Is Weak. Is Your Portfolio at Risk?
Episode 351
How is the weakening dollar affecting your portfolio? The world’s reserve currency fell sharply in the first half of 2025, making it a bruising year.…
10 months, 2 weeks ago
2025’s Winners and Losers, from Gold to Small Cap Stocks to the 60/40 Portfolio
Episode 350
This year’s uncertainty is producing a somewhat surprising group of winning and losing asset classes. And there are still two months to go in 2025. M…
10 months, 3 weeks ago
The Stock Market Is Ultraconcentrated, and It Could Get Worse. Here’s How to Manage the Risks.
Episode 349
Over the past few years, just a few large-cap technology stocks have powered the stock market’s returns. That trend shows no signs of abating anytime…
11 months ago
New Crypto ETFs Are Coming. Here's How Investors Can Prepare
Episode 348
ETF Share Classes Are a Go for Dimensional: Here’s What Investors Need to Know
On this episode:
What was your reaction to the SEC removing these regu…
11 months, 1 week ago
How Inflation, AI, and Budget Battles Will Shape the Stock Market in Q4
Episode 347
Investors’ exuberance is fueling this year’s stock rally, but will key economic risks dampen the market’s mood? The current bull run has lifted stock…
11 months, 2 weeks ago
Is Your Dividend Income at Risk? Here’s How to Spot Dividend Traps
Episode 346
It might be tempting to buy dividend stocks with the highest yields, but not all dividend payers are safe. Those big payouts could be signaling that …
11 months, 3 weeks ago