Episodes (Page 67)
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Complex financial products are not necessarily better.
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Defining appropriate investment time horizons.
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Stockbrokers are now called financial advisors.
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Floating rate notes are making a comeback.
Recycled Investment Vehicles
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Market downturns are a normal part of investing.
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Financial advisors must be honest with clients.
Advisors: Quit Lying
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DFA is converting some mutual funds to ETFs.
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Could farmland replace a 60/40 portfolio?
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AI is used to analyze listener questions.
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The Monday Q&A podcast is delayed.
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The housing market is exceptionally hot.
40m
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Plan for potential diminished mental capacity.
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Many old 401k plans are forgotten.
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Advisors shouldn't just tell clients what they want to hear.
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Avoid overthinking your investment portfolio.
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Reviewing a 2001 market prediction.
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It's important to question everything.
18m
37m