Catch the replay of our live show from July 3rd. We discuss: Stocks and bonds year-to-date, the impact of the Magnificent 7, market valuations, the importance of longer-term holdings, Expectations for a correction, and what we see going forward.
AI – Artificial intelligence. It is the new frontier of technology and could revolutionize every industry. This also includes the world of personal finance. It’s intriguing, exciting, and downright scary. Today, we dig in.
In this video, we talk about what is happening in the investment world, the impact of the Magnificent 7, the changes made to our bond holdings, the concept of rebalancing expecting a correction in stocks, and whether higher interest rates are good or bad.
Personal finance radio personality, Dave Ramsey, ruffled some feathers not long ago with a rant about safe withdrawal rates. His claim: You can rely on an 8% withdrawal rate in retirement. Is this dangerous advice or are nerdy financial advisors like us stealing your hope for retirement?
It is 2024, and that means the next “end of the world moment” for investors is on our doorstep, the General Election. It has already been a hot topic for people from both sides of the political spectrum. Today we try to add some historical context to election years and investment results.
With all of the turmoil throughout 2022, the expectations for 2023 were not overly optimistic. Last year will go down as one remembered for what didn't happen. Join us for the replay.
Join us for a live stream. We will review the investment markets for the first three quarters of the year. We will talk about some big changes in our model portfolios and what concerns us for the remainder of this year and into next.
Investing is a key component of your financial plan. To be successful, one of the most important traits you need is intestinal fortitude. Reaching for return introduces some emotional stress, and sometimes that stress can be Intense. Big decreases in value cause many people to sell investments – and most do it when they shouldn’t. Today, we talk about the difference between investment return and investor return.
n the investment world, there are thousands of possibilities and millions of combinations you can use to build a portfolio. On top of that, we have to deal with the incredible force of the unknown. Today, we dig into why picking the best-performing investments is a true superpower.