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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Saving for retirement should be part of every stage of your work life, from your first job to your last years before retirement. A 401(k) or other similar employer-sponsored, tax-advantaged retirement savings vehicle is, for…
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We’re Concerned About Federal Spending. Does That Mean We Should Avoid U.S. Stocks? This week on the show we field a listener question about whether their concern about federal spending should be reflected in their…
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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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What Should I Do With the $850,000 Inheritance I Just Received? This week we cover a listener question about how to handle an inheritance of $850,000. Jason recently dropped the question in our mailbag after…
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Tony Matheson joins us on the show this week. Tony worked as a wholesaler in the investment industry for 20 years before departing to launch a financial advisory firm, Slalom Wealth. Wholesaling is a sector…
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Stocks and bonds have had a terrible time this year, and many wonder if the worst is over or if the next 12 months will bring more hardship. However, although the economy faces challenges, there…
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Economics applies to every industry at the individual, national, and global level. In this week’s episode, we have a distinguished guest who is on a mission to make economics useful at all levels. Dr. Laurence…
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Securities lending is one of the widely misunderstood concepts in the investment community, and securities lending shows up intermittently in the news for both positive and negative reasons. However, this complex trading pattern driven by…
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Evaluating investment funds or any other type of investment is crucial for a savvy investor. In today’s environment, it’s easy for investors to get influenced by misinformation that ultimately leads them to make sub-optimal investment…
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