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
July 2021
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
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
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
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
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
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
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