August Recap and September Outlook As summer ends and September begins, attention is focused on the long-anticipated change in the Fed’s monetary policy, from holding rates steady to returning rates to lower levels. July and…
Read More
The speed of change in the investment markets seems to be accelerating, and for many investors, traditional investments may not provide the risk-adjusted return they seek. Investors who access the markets through a taxable brokerage…
Read More
One question we get a lot is why we’d ever want to invest in countries other than the U.S. The U.S. stock market has done far better than other countries recently. It’s the biggest national…
Read More
Bitcoin ETFs are here! Should you be investing in them? One of our listeners reached out this week to ask whether they’d be a good fit for his retirement account now that he’s back to…
Read More
This week we cover a listener question about how to handle an inheritance of $850,000. Jason recently dropped the question in our mailbag after receiving the inheritance unexpectedly. He and his wife are in a…
Read More
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…
Read More
April Recap and May Outlook April had it all, and most of it was not so great. Inflation is proving sticky again, which forced the market and the Fed to reassess the timing of interest…
Read More
Is it Possible to Live Off Dividend Income Alone in Retirement? A few weeks ago I had someone ask whether it was possible to live off of dividend income alone in retirement. This gentleman had…
Read More
The general goal of investing is to buy low and sell high sometime in the future. So how should we handle it when the markets make new all-time highs? Should we wait for the market…
Read More
I’m asked pretty frequently what I think of the market, and what investing themes I’m paying attention to. While I don’t think there’s any one theme, event, or headline that should impact your investment allocation,…
Read More