When you see an attention grabbing headline or news story there are two important questions to ask: Is what you’re seeing true? And what is the bias of the writer? Today, Paul and Ira address these two questions when a listener sends in an article about how passive investing is breaking the stock market. It turns out that the article was written by a hedge fund manager. Listen along as the advisors address whether the claim is true and why the identity of the writer is relevant. Later in the episode, the advisors talk about their own personal experiences with owning real estate and how most people who walk into investing in real estate don’t have a clear picture of the work or the financial return.

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Paul, Evan, and Dan finish up a conversation on an article called “5 Signs It Could Be Time to Fire Your Advisor” and explain why the advice was a bit of a mixed bag and what they consider to be a dealbreaker in the advisor-investor relationship. Evan shares an encouraging email he got from an investor asking the right questions about their portfolio and explains why the right education makes all the difference. Later in the show, Evan talks about how crypto is targeting older investors through new ETF offerings.

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Evan does some research and discovers that the S&P 500 has had almost double returns the year that the groundhog doesn’t see his shadow on Groundhog Day. Paul, Dan, and Evan have some Groundhog Day fun on the show and talk about how you can dig around the data to find all sorts of patterns that give people a reason to gamble and speculate with their money. Listen along as the advisors have a good laugh about why they don’t plan to reallocate everything to the S&P 500 based on this “news”. Later in the show, the advisors talk about why it’s important to have a financial planner who works with you on investment decisions, but if your planner wants you to be involved in every move to manage your portfolio that should be a red flag.

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Today, Paul invites Evan (from the Brentwood office) and Dan (from the Dickson office) on the show, and they quickly get into a discussion on some of the most frustrating parts of the investing industry. These advisors talk about their early experiences in the investment industry and how they were taught to twist academic research into advertising for products. Listen along to hear the investors talk giving an insider’s view to the problems in their industry and how it’s easy for investors with some education and good intentions to get hurt. Later in the show, Paul shares how inheriting two REITs turned one investor’s inheritance into a burden.

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Today, Paul brings an article for advisors that claims the 60/40 portfolio is in fact not dead and can be used to take an income. Paul explains that for the last few years these companies have invested in risky bonds and stocks and then blamed the results on the ratio of stocks versus bonds instead of a lack of diversification and risky bonds durations. Listen along as Paul explains what’s going on behind the curtain in the industry. Later in the episode, Paul addresses the claim that your credit score doesn’t matter.

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