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May 2024

Relative Loss: Most Investors Can’t See This Problem with Their Investments

May 31, 2024

Paul and Ira talk about relative loss. It’s easy to see when your investments

If You Can Understand Diversification, Everything Else Starts to Make Sense (Part 2)

May 30, 2024

Most investors agree that not putting all your eggs in one basket is smart,

Most investors don’t realize they have a problem with their investments.

May 29, 2024

If You Can Understand Diversification, Everything Else Starts to Make Sense (Part 1)

May 29, 2024

A forecaster at JP Morgan is ringing warning bells of a large market downturn,

“I’ve Never Invested Before. How Do I Make a Game-Plan?”

May 28, 2024

Paul puts Jeff, a new producer at WTN, on the spot and asks him

People Think “Returns” Make For a Good Investment, But Don’t Understand This Nuance

May 27, 2024

Most investors think returns are the best way to measure the success of an

What Are Your Portfolio Returns YTD? Not a Good Question for Investors

May 24, 2024

Curiosity and education are important in the financial process, but there are some questions

Working Through Life’s Greatest Challenges: An Conversation On Grief With A Licensed Therapist and Grief Specialist (Part 2)

May 23, 2024

No one is immune to loss and hardship. But just like money and finances

Working Through Life’s Greatest Challenges: A Conversation on Grief with a Licensed Therapist and Grief Specialist (Part 1)

May 22, 2024

No one is immune to loss and hardship. But just like money and finances

Is Your Financial Advisor Breaking the Rules?

May 21, 2024

Disinflation Causing Problems For China

May 20, 2024

Do you remember just a few years ago when the media was nervous to

This Is Just Sad: An Investor Who Gets Mistreated by Financial Advisors

May 17, 2024

Paul shares an all-too-common investing horror story as a warning to investors who think

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