The only kind of inflation you actually control.
Talk Your Book: Advisor Best Practices
On today’s show, we are joined by Chris Shuba, Founder and CEO of Helios to discuss:
– ETFs vs. Direct Indexing
– Why differentiation matters for advisors
– Utilizing content to drive business
– Where the wealth management business goes from here, and much more!
U.S. Stock Market Gains & Losses By the Numbers
What’s more likely from here — losses by year-end or 20% gains in the stock market?
How Americans Save, Spend & Invest
Why are Americans spending so much money?
How Should You Judge Your Investment Performance?
The only benchmark you need when assessing your investment performance.
Animal Spirits: Why Are Houses So Expensive?
On today’s show, we discuss:
– Investor behavior in a bull market
– How Boomers fell in love with stocks
– How the unemployment rate impacts stock market returns
– Why Americans love spending money so much
– Why down payments for houses are falling
– How credit cards ruined the airport lounge, and much more!
The Evolution of Financial Advice
A deep dive into how financial advice has changed by decade.
Talk Your Book: Internet Stocks with Income
On today’s show, we are joined by Jonathan Shelon, COO of KraneShares to discuss internet growth in China, how to get exposure to China, how the KLIP ETF is able to generate high yields, risks involved with covered call strategies, cash flow rebalancing with KWEB, and much more!
How Much Money Does it Take to Feel Wealthy?
Wealth is a relative feeling. Some people compare their level of wealth to other people. Some people compare their level of wealth to their previous levels of wealth. Some people think of wealth in terms of the material possessions they own. Some people think of wealth in terms of how much money they make. Some…
How Cheap (or Expensive) is the Stock Market Right Now?
A closer look at stock market valuations.