Dec 4, 2024
A lot has happened in the markets over the last few weeks. In this episode we cover what’s new in the stock, bond, and crypto markets since the election, and to should expect from the Trump administration with regard to economic and tax policy.
Resources:
Small-cap stocks on verge of ending 3 years of futility with...
Nov 6, 2024
This week on the show we field a listener question about whether their concern about government spending should be reflected in their investment portfolio. We also review an article about market efficiency / inefficiency, and provide an update on mortgage and long term bond rates.
RESOURCES:
Mob Rule
Oct 2, 2024
Most Americans have at least some of their retirement savings sitting in workplace retirement plans like 401ks, 403bs, SEP-IRAs and the like. And when you leave a job, due to a retirement transition or not, many people wonder what they should do with the savings they’ve accumulated in the plans.
We’ve noticed that...
Sep 4, 2024
Downsizing from your large, long-held family home is a popular concept for retirees, but may not always be the best choice. Even though smaller homes are less costly & easier to maintain, giving up your family's major meeting venue may not be the best choice. This week we respond to a listener question on whether...
Aug 28, 2024
Mailbag Question:
“I’d like to give more money to a couple different charities this year, but my tax person said it wouldn’t help my taxes. Is there a way I can make a gift that reduces my taxes?”
Intro:
“There are a ton of different ways to give to charity, but not all of them will help you on your taxes. ...