The hour starts with the effectiveness of CAPE P/E as a market predictor and then China’s issues with centralized control. Paul then discusses keys to successful retirement planning and Social Security for the last half of the hour.
Paul begins the hour discussing the personality traits linked to financial success and failure. He talks about who people tend to trust and the biases we have.
The hour begins with how socially-responsible investing is well-intentioned but misguided. Paul also discusses 401(k) mistakes and the lack of available diversification offered by many plans.
Throughout my thirty years in the investment business, I’ve witnessed investors going through the same experiences year after year.
A Roth conversion can potentially save you thousands of dollars in taxes, but it’s not right for everyone. In this blog, I cover the basics of Roth conversions and how they can be used in financial planning,
Paul talks about Solomon’s diversification advice and how presidential candidates are looking into how large mutual fund companies might harm competition among corporations.
Paul discusses how Google search results favor articles that are biased toward large-growth companies. He also talks about the ethics of robotic portfolios and how they relate to fiduciaries.
