Should I Take the Pension or Lump-Sum Payout?
August 31, 2021
After spending most of their lives accumulating wealth, investors become afraid they will lose
Tax-Efficient Retirement Withdrawal Strategies
August 30, 2021
Five principles for tax-efficient withdrawals, three withdrawal strategies, and four factors to help you
Health and Life Insurance and the COVID Vaccine
August 30, 2021
Insurance companies are looking hard at data to make the best decisions for their
Things May Be Returning to Normal
August 27, 2021
Paul and Jim talk about an article in the Wall Street Journal: “These People
Charitable Remainder Unitrusts
August 26, 2021
The laws have changed around inherited IRAs, forcing most investors to remove the money
Risk Management
August 25, 2021
The financial industry sells thousands of products that claim to shield investors from risk.
Style Drifting and Portfolio Chasing Are Killing Investor Returns
August 24, 2021
Studies have shown that asset allocation is the single-largest determining factor for investor returns.
Does the Market Prefer a Political Party?
August 23, 2021
Paul addresses a listener’s concern about the country’s leadership and whether or not a
Considering Becoming an Advisor?
August 20, 2021
Paul answers a listener who asked: “If I want to be an advisor and
Searching for the Best-Performing Mutual Fund
August 19, 2021
Paul discusses an article about a mutual fund that claims to be outperforming everything
Impulsive Investing Decisions
August 18, 2021
Paul discusses a study that shows how DIY investors openly admit to investing while
Is Indexed Universal Life a Good Investment?
August 17, 2021
Indexed Universal Life (IUL) contracts have made insurance companies more money than any other