Does it make sense to look at your overall portfolio or individual holdings?
The Mental Accounting of Asset Allocation
Animal Spirits: The Year of Disappointment
On today’s show, we discuss corrections during election years, rich boomers, how great AirBNB is, more issues at Twitter, Successions last season, and much more!
How Rich Are the Baby Boomers?
How much wealth do the baby boomers control?
Talk Your Book: Defining the Downside
On today’s show, we are joined again by Bruce Bond to discuss Innovators latest fixed-income focused barrier ETFs, how rate volatility affects ETF yield, risk-reward in fixed-income, and much more!
There is No Index Fund For the Housing Market
Why Diversification in homeownership is so difficult.
The Ultimate Level of Wealth
How to afford your vacation.
50 Ways the World is Getting Better
The world is getting better (even if you can’t see it on a daily basis).
Animal Spirits: The 3 Levels of Wealth
On today’s show we discuss why investors are always looking to catch a falling knife, a reversal in the markets since last year, why European stocks are outperforming, how money market funds became the biggest market story of the year, de-dollarization, some vacation thoughts from spring break and much more.
When Can I Retire?
How to know when you can retire.
Talk Your Book: No Bank Runs in Commercial Real Estate
On today’s show, we spoke with Tom Miller, CEO and CIO of USQ to discuss real estate in Manhattan, the hottest sectors of commercial real estate, office space investing in the next few years, and much more!
