A Quick Introduction to Investment Concepts
July 29, 2022
Why do we expect stocks to go up? Why are actively managed portfolios at a disadvantage to passively managed ones? Many people find that they’ve
July 2022
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Top 5 Investing Myths Paul Has Seen in 2022
July 28, 2022
Paul recaps a letter written to investors about the most common myths Paul has seen so far in 2022. Paul covers topics such as annuities
Ibbotson Claims Annuities Could Be Better Than Bonds
July 27, 2022
Roger Ibbotson, financial researcher and co-author of one the standard references for capital market returns, now claims that annuities could beat out bonds going forward.
Is Your 60/40 Portfolio Outdated?
July 26, 2022
The 60/40 portfolio is a common mix for investors and is the mix of choice for most pensions. A listener shares an article with the
There Are Many Ways to Get Low Returns
July 25, 2022
Between market timing and stock picking, annuities and cryptocurrencies, scams and overweighting assets, there are many ways to get low returns. Today, Paul and Ira
Gold Doesn’t Provide Security
July 22, 2022
Paul and Ira talk about why people think about gold when they’re looking for financial security. Listen along as two experienced advisors have a frank
Real Innovation vs. ESG Investing
July 21, 2022
Today, Paul shares the article “The Many Reasons ESG Is a Loser” from the Wall Street Journal that outlines why ESG investing is expensive, risky,
Is New Technology Going to Take Our Jobs?
July 20, 2022
Today, Paul tackles some common investor fears around changing technology, job security, and the safety of your retirement savings. Listen along as Paul explains why