You’ve worked hard and built up a healthy retirement plan balance, and the time to start spending it is finally here. But how can you be sure that your plan will provide the income you…
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Tariffs, Policy, Politics and Your Portfolio l Ep 257
This episode of Grow Money Business covers tariffs, Trump’s recent economic policy, the market’s reaction, and how we should interpret all this as investors. We cover an article commenting on a recent wonky U.S. government…
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Is Your Portfolio Ready for 2025?
A new presidential administration will be working towards a very different agenda, and it will play out against the backdrop of a changed inflation and interest rate environment. Everything has changed from where it was…
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I’m Concerned About What’s Happening in Washington. How Can I Protect My Portfolio? l EP 255
I’m Concerned About What’s Happening in Washington. How Can I Protect My Portfolio? We’ve seen a massive amount of change in the federal government in the last month since Trump was inaugurated for his second…
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Planning for Potentially Higher Volatility in 2025
Last year ended with a strong economy and positive stock and bond market returns. With inflation under 3% and GDP over 3%, the soft landing remained in place. While volatility was not a constant theme,…
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The Market Seems Expensive Right Now. Should I Be Worried? l GMB Ep 253
The Market Seems Expensive Right Now. Should I Be Worried? Should you be concerned that the market’s just made several all-time highs? This question comes up in various forms any time stock markets set new…
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The Finish Line or the Starting Gate?
August Recap and September Outlook As summer ends and September begins, attention is focused on the long-anticipated change in the Fed’s monetary policy, from holding rates steady to returning rates to lower levels. July and…
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Understanding Self-Directed IRAs
The speed of change in the investment markets seems to be accelerating, and for many investors, traditional investments may not provide the risk-adjusted return they seek. Investors who access the markets through a taxable brokerage…
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Why Would I Ever Want to Invest in Other Countries? l Ep 242
International Diversification: Why Would I Ever Want to Invest in Other Countries ? One question we get a lot is why we’d ever want to invest in countries other than the U.S. The U.S. stock…
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Should I Invest in Bitcoin ETFs? l GMB Ep 241
Should I Invest in Bitcoin ETFs? Bitcoin ETFs are here! Should you be investing in them? One of our listeners reached out this week to ask whether they’d be a good fit for his retirement…
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