Large U.S. Was Hurting in Q1. Most Money Managers Got It Wrong.

At the beginning of the year, countless money managers and pundits reacted to tariffs, advising investors to shift funds from large U.S. companies into cash and other “safer” investments. This is just market timing, and most investors don’t realize that the firm they are investing in is doing this without their permission. Paul covers why you need to read the disclosures of your managers, because if not, you will get sucked into market timing and your portfolio will underperform the benchmark. Later in the episode, Paul shares a MarketWatch article about FED rates and homeownership.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at winkler.boro.webservice.team/relax and take the stress out of planning your retirement.