Today, Paul and Evan talk about what investors can expect to hear from politicians, pundits, and businesses in 2024. In an election year, we know political tension will be at the forefront of public discourse, but history shows that no matter what promises or predictions get made, market performance doesn’t follow political parties, public policies, or the economy. Listen along as Paul explains how market performance follows the ability of businesses to adapt with the changing landscape. Later in the episode, the advisors talk about how AI is creating a more level playing field across socioeconomic barriers.

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Today, Ira and Anne talk about why it’s okay to be a little nervous about living so long that you outlive your money, but why it’s important to be optimistic and educated about investing. Listen along as these two advisors share how companies use the fear of running out of money or greed to push you into investment products that provide large commissions and lackluster returns. Anne explains why education about the myths of investing will go a long way in providing you with a plan and the confidence that you can enjoy the latter days of your life without fear around money.

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Many investors think that they manage the risk of their portfolio based on the investment that they choose. While this can be a factor, today Ira and Anne talk about why rebalancing is the greatest way to avoid risk in a diversified portfolio. Listen along as these advisors share some of the things they look for and how rebalancing keeps you on track to meet your investing goals.

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Today, Ira brings an article by Vanguard claiming that high interest rates are making a strong case for using a 60/40 portfolio. Ira and Anne talk about why the 60/40 is used to create controversy in the investment community. Listen along as Ira explains why this asset mix has been reliable for people taking an income, and why an article encouraging you to choose a strategy based on the economy or markets is teaching you to engage in market timing.

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In the second part of a conversation on the myths of investing, Ira and Anne share a couple of news articles that highlight how these investing myths can be used by companies to convince investors to buy products. Later in the episode, Anne shares how your policy statement can help you understand what your advisor is doing with your money. Both Anne and Irar share stories about how clients have been moved into annuities or crypto assets by their advisors without fully understanding these risks.

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