Dan Hill joins Paul on the show to discuss how current tariffs and the uncertainty surrounding large U.S. stocks are causing a mild panic in the world of investing. Dan shares how investor education has impacted his clients, and the two advisors dive into a conversation about diversification and downside market volatility.
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Today, Paul highlights three phrases to be wary of in a financial advisor’s disclosure document (ADV Part 2): “fundamental analysis,” “technical analysis,”
Today, Paul invites Michael Sharpnack onto the show to talk about some common misconceptions about how to take an income in retirement.
Today, Paul invites Michael Sharpnack onto the show, where the two talk about their trip to the Murfreesboro office and about some
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