Oct 24, 2024
Today, I'm talking about navigating the risks of concentrated investments.
Specifically, Peter Lazaroff, CIO of Plancorp, joins me to answer three BIG questions:
➤ How do you know if you have a "concentrated investment?"
➤ What are some little-known risks investors aren't considering?
➤How do you (tax-efficiently)...
Oct 10, 2024
Today, I'm sharing how retirement investors can take action in this final episode of our Small Cap Value series.
Specifically, I’m discussing three things:
➤ Why paying MORE for an investment can pay off
➤ How to easily and properly evaluate different funds
➤ What small-cap value funds to consider
I’m also...