Where indiviual investors have an advantage over Wall Street.
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The Siren Song of Market Timing
What would you do if your entire portfolio was sitting in cash right now?
Some Other Forms of Wealth
Ways to be wealthy that don’t require a lot of money.
Good News-Bad News About the Economy
Some thoughts about the current state of the markets and economy.
3 Overrated Financial Concepts
Why eff you money is overrated.
When Will Interest Rates Really Start to Matter?
Why aren’t higher interest rates having a bigger impact yet?
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!
The Evolution of Financial Advice
A deep dive into how financial advice has changed by decade.
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.
