We’re Seeing a Trend Toward Passive Funds. Is that enough?
January 31, 2024
The industry seems to be waking up to the risk of actively managed funds
The First Step to Relaxing About Money
January 30, 2024
Learning about markets, diversification, and financial sales tactics is only a part of the
Stock Pickers Beware: Public Opinion Sets Stock Prices in the Short Term
January 29, 2024
Paul shares a comical interchange between a well-known stock picker on CNBC and his
Starting a Foundation for Charitable Giving Might Be a Bad Idea
January 26, 2024
Paul had someone approach him who was curious if they should set up a
Republican or Democrat: Is One Party Better for Markets?
January 25, 2024
Both political parties work to convince the public that their policies drive economic growth,
Does Paul Hate Annuities? — Part 2
January 24, 2024
Annuities are a very polarizing topic. Some investment professionals claim to hate annuities and
Does Paul Hate Annuities? — Part 1
January 23, 2024
Annuities are a very polarizing topic. Some investment professionals claim to hate annuities and
What You Can Learn From the 15 Worst Performing Mutual Funds of 2023
January 22, 2024
Paul and Jim continue a conversation about the worst 15 performing mutual funds of
New Bitcoin ETF Approved Last Week — Here’s What You Should Know
January 19, 2024
New Bitcoin ETF got approved this week and with it comes some confusion for
Ira Has Changed His Opinion on 529 Plans
January 18, 2024
Today, Ira talks about his personal experience with sending kids to college and why
The FAFSA Just Got More Complicated to Fill Out
January 17, 2024
In an attempt to speed up and simplify the financial aid process, the application
The Industry Is Abandoning ESG. No One Should Be Surprised.
January 16, 2024
For years, we were hearing companies push to get investors into ESG investments and