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 Doesn’t Always Favor the Bold.” Paul warns investors that they will
Investing
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We Live in a World of Disclosures
January 31, 2023
Paul notices we live in a world of disclosures, but are they any good at educating on the real risks of everyday life? Paul and
Retirement Secrets that Are Best Kept as Secrets (Part 2)
January 30, 2023
Paul, Evan, and Ira circle back to the free resource “Keep Your Next Egg Safe from the IRS Money Grab” to cover some more investment
Rising Interest Rates: Should I Move My Fixed Income Assets?
January 27, 2023
Paul, Evan, and Ira begin by talking about why the American Dream Experience is something they would recommend for people of all ages and the
Retirement Secrets that Are Best Kept as Secrets (Part 1)
January 26, 2023
This week Evan shares some “secrets” in a free resource called “Keep Your Next Egg Safe from the IRS Money Grab” from a popular retirement
Wells Fargo Encouraging Market Timing
January 24, 2023
This week Wells Fargo told investors it is time to get into a 60/40 blend portfolio because it would rebound this year. One way to
20 Problematic Funds for Long-Term Investors
January 23, 2023
Paul, Evan, and Ira talk about a ThinkAdvisor Article called “20 Good Funds for Long-Term Investors” that is full of funds with junk bonds, funds
Firm Manager Admits to Playing Games with Investor Money
January 19, 2023
Paul is shocked to find a bit of truth on TV this week around investment firms. Listen along as Paul shares a clip of a