The Three Golden Rules of Investing We’ve covered a lot of technical investment concepts on the show over the last couple years. Since it’s sometimes helpful to take a step back and focus on the…
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When you think about building a financial plan that will help you meet your goals at every stage of your financial journey, from your younger working years through retirement, saving and investing are usually the…
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The Pros and Cons of Selling Your Business Selling your business may feel like a daunting prospect, and doing so successfully takes substantial time and energy. But selling your business can also offer a host…
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The combination of high inflation, the Federal Reserve’s aggressive program of rate increases, and economic and geopolitical uncertainty has meant volatile markets and the vanishing of traditional sources of portfolio diversification. Progress has been made,…
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If you’re interested in the advantages of foreign diversification for asset preservation and estate planning, this is the conversation for you. This week’s guest on the show is Mikkel Thorup, the CEO of Expat Money™,…
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This week on the podcast, we’re continuing our mini-series dedicated to debunking popular misconceptions around investing by exploring the truth about whether U.S. multinational securities provide enough international exposure for your portfolio. Throughout today’s…
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Last week, The Bureau of Labor Statistics released some metrics that indicate we might be experiencing a higher rate of inflation than the federal reserve and other stakeholders have been expecting. We dedicated today’s episode…
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The Federal Reserve recently announced that they are going to maintain very low short-term interest rates for bonds over the next couple of years. On the other hand, long-term interest rates seem to be rising…
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Modern Portfolio Theory : The Three Golden Rules of Investing Many of the investing principles we use in our portfolios today are related to a concept called modern portfolio theory. This concept was first introduced…
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