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February 2023

Your 401(k) Is Probably Missing This

February 10, 2023

401(k)s providers don’t do a great job of representing small companies. So when small

Paul Is Getting FED Fatigue

February 9, 2023

With all the doom and gloom news coverage, markets seem to be doing better

Should America Ban Crypto?

February 8, 2023

Paul shares the WSJ article by Charlie Munger called, “Why America Should Ban Crypto.”

Two Things to Know About ESG with Michael DelGiorno

February 7, 2023

Paul shared an interview from last week with Michael DelGiorno on SuperTalk 99.7, in

Your Income and Income Tax Affects How You Should Invest

February 6, 2023

Paul talks about why your income and income tax rate will influence what kind

Spotting Market Timing in this Week’s Headlines

February 3, 2023

Paul brings multiple examples of major publications and financial gurus encouraging investors to time

Roth IRA Conversion Question

February 2, 2023

Paul gets a question from an investor about converting a Traditional IRA to a

Trying to Avoid Risk Leads to the Riskiest Behavior

February 1, 2023

Paul and Jim talk about some research in an Advisor Perspectives article called “Fortune

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