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August 9, 2025 - Bonds are a drag and advisors are not adjusting. K1 Tax update.
E169 • 50 mins • Aug 9, 2025
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Aug 9, 2025
August 9, 2025 - Bonds are a drag and advisors are not adjusting. K1 Tax update.
E169 • 50 mins
Jul 25, 2025
July 26, 2025 - What to expect for the rest of 2025.
E168 • 50 mins
Jul 12, 2025
July 12, 2025 - The DEATH of the 60/40 Portfolio. More return with less risk?
E167 • 50 mins
Jun 27, 2025
June 28, 2025 - Tax, Tax, Tax, Tax..... Reduction!
E166 • 50 mins
Jun 13, 2025
June 14, 2025 - Heads-up, investors: Bank of America just dropped a bomb.
E165 • 50 mins
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