Today, Ira brings an article by Vanguard claiming that high interest rates are making a strong case for using a 60/40 portfolio. Ira and Anne talk about why the 60/40 is used to create controversy in the investment community. Listen along as Ira explains why this asset mix has been reliable for people taking an income, and why an article encouraging you to choose a strategy based on the economy or markets is teaching you to engage in market timing.

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In the second part of a conversation on the myths of investing, Ira and Anne share a couple of news articles that highlight how these investing myths can be used by companies to convince investors to buy products. Later in the episode, Anne shares how your policy statement can help you understand what your advisor is doing with your money. Both Anne and Irar share stories about how clients have been moved into annuities or crypto assets by their advisors without fully understanding these risks.

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Today, Ira and Anne share about the most common myths of investing. Ira shares that it took him 17 years in the financial industry before he was introduced to these myths, and he wants you to know that the financial industry perpetuates these commonly held misconceptions because it makes it easier to sell products. Listen along as Ira and Anne share and debunk these myths so that you can make decisions that help you meet your goals without falling into some common investing traps.

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Gold and silver are often marketed as products that are a hedge against inflation and something that provides stable value in an unpredictable world. Today, Paul compares three $1 million portfolios starting in 1978 and looks at what would happen if you took a $40,000 income from each until today. Listen along to see how the balances change if you choose gold, silver, or a well diversified 60/40 portfolio as your investment for retirement income.

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This issue in investing goes back at least 100 years: Most investors get lower returns than the market. With all the focus on companies and products that promise to beat the market, Paul asks investors to consider why these strategies are giving investors the opposite kind of return. In a two-part episode, Paul unpacks a concept called “The Investor Dilemma” and shares how he walks investors through 20 questions to help them overcome this dilemma and relax about money.

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This issue in investing goes back at least 100 years: Most investors get lower returns than the market. With all the focus on companies and products that promise to beat the market, Paul asks investors to consider why these strategies are giving investors the opposite kind of return. In a two-part episode, Paul unpacks a concept called “The Investor Dilemma” and shares how he walks investors through 20 questions to help them overcome this dilemma and relax about money.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

The end of the year is coming, which means it’s time for pundits and financial gurus to share their market predictions for 2024 in newspapers, on television news shows, and over social media. Today, Paul brings two opposite predictions for 2024, as well as a slew of predictions for 2023 that never materialized. Listen along as Paul, Evan, and Arlene talk about their frustration with these kinds of predictions and why you would never want to make a decision that could affect you for decades based on market predictions like these. Later in the episode, Paul and Evan talk about the difference between an investment strategy that keeps you from paying extra in taxes and a strategy that jumps through all kinds of hoops to avoid paying taxes.

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With so many advisors being educated on money and investing by insurance companies and investment firms who want to sell products, Paul realized that it is now the investors’ job to understand how their life savings are being managed. In a two part episode, Paul gives you some practical tips on how to judge whether or not your investments and your advisor are leading you in the right direction. Listen along as Paul shares how your statements will either tell you that you’re properly diversified and on track or that your advisor is market timing and speculating with your money.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.