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July 2021

How Much Should Asset Management Cost?

July 30, 2021

Paul and his team answer a listener who asks: How much should asset management fees be? Listen along as they dive into what services asset

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Past Performance and the Delta Variant

July 29, 2021

The market dropped this week and speculation about the Delta variant played a role. Today, Paul and his team discuss the article “Why Investors Can’t

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Inflation in the News

July 28, 2021

Inflation has bombarded our news feed lately. Today, Paul talks about some recent inflation news and why companies are one of the strongest protectors against

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How Much Did Babe Ruth Make in Today’s Dollars?

July 27, 2021

In 1931, Babe Ruth made $80,000 playing baseball, but how much is that in today’s dollars? Today, Paul talks in depth about why it’s a

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Helping Widows Avoid Risk in Remarriage

July 26, 2021

A majority of married women will become widows at some point in their lives. Paul and Anne discuss why these women may experience a steep

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Robinhood Is Eyeing an IPO

July 23, 2021

One of the world’s largest stock trading platforms has filed for an IPO this month. Paul and Anne talk about the financial disclosures that Robinhood

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Taxes in Retirement

July 22, 2021

This guide explains the basics of our tax system and the different kinds of taxes you might pay in retirement. Get a personalized financial plan

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The Ultrawealthy Change Their Tune on Giving Assets to Kids

July 22, 2021

Today, Anne and Paul talk about a growing trend of the ultrawealthy to forgo leaving assets to their children and family. Listen along to hear

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