401(k)s vs. Other Business ‘Opportunities’
September 30, 2021
Paul and Jim receive a few questions from listeners about 401(k)s. Listen along as they talk about investors who choose to invest in other business
September 2021
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Lessons from China’s Real Estate Crisis
September 29, 2021
Global investors are caught up in China’s real estate crisis. Evergrande, China’s second-largest real estate company, is in serious default with their debt. Paul and
REITs as an Investment: Not a Good Way to Invest in Real Estate
September 28, 2021
Low interest rates are making investors bored of bonds. However, the real estate market is quite hot. Today, Paul and Jim discuss an article brought
Knowing When to Worry: An Interview on ‘The Dan Mandis Show’
September 27, 2021
The S&P 500 dropped over 1000 points on Monday, the real estate prices are still moving upward, and taxes and inflation are on investors’ minds.
The Lure of Alternative Assets
September 27, 2021
Paul finds an article encouraging advisors to turn to alternative assets instead of bonds in their portfolios to boost performance. Listen along to hear a
Income Tax Bill Update
September 24, 2021
Paul and Ira discuss specifics of the income tax bill that is moving through committees this week and how tax law is used to incentivize
A Philosophy for Choosing Fund Companies
September 23, 2021
Investors ask Paul why PWI doesn’t invest in funds from the biggest fund companies. Paul and Ira answer the question, talk about how two popular
Preparing for a Fulfilling Retirement (Part 2)
September 22, 2021
Paul and Michael continue their conversation about setting the right expectations for retirement. On the last episode, they shared common obstacles in making the transition