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 foundational mistake people make about bonds and why Nobel Prize-winning research does not support these claims about alternative assets. Later on the show, Paul explains how market prices might go up but market value might not.
A Sneaky Annuity Sales Pitch and a Chat About Roth Conversions
Today, Paul, Evan, and Ira talk about how frustrating it is that the average agents and investors are fooled into investment strategies