International Investing
In the latest edition of the Wealthy Behavior podcast, I spoke to Jeffrey Kleintop, Chief Global Investment Strategist at Charles Schwab about many things, including: ...
Investing Articles
Silencing the Private Equity Haters and Doubting a Rate Cut Rally
In the March investment edition of the Wealthy Behavior podcast, I spoke to our Chief Investment Officer, Bob Weisse, about: February’s U.S. and international stock ...
The Market’s Strong Start, Investing at Market Highs, and Saving on Portfolio Taxes
In the latest episode of the Wealthy Behavior podcast, Bob Weisse and I discussed: Why and when the Fed should cut rates The market's strong ...
2024 Market Expectations
I shared some thoughts on how the markets will fare this year in Barron's alongside side four other investment professionals. Stocks Crushed Expectations Last Year. ...
Talking to CNBC’s Bob Pisani
In the latest episode of the Wealthy Behavior podcast, I talk to Bob Pisani, Senior Market Correspondent for CNBC about his excellent book Shut Up ...
November Market Update: Three Things to Watch
In the November investment edition of the Wealthy Behavior podcast, I talk once again to Heritage's Chief Investment Officer, Bob Weisse, about the markets, economy, ...
Through the Lens of An Optimist
In the latest episode of the Wealthy Behavior podcast, I talk to Sam Ro, founder and editor of the finance newsletter TKer.co, one of my favorite ...
Is Your Target Date Fund Missing the Mark?
Are you counting on target date funds to get you to and through retirement? While popular and seemingly easy, many target date funds have inherent ...
Mortgages, the Bond Market, and Mortgage-Backed Bonds
In the latest episode of the Wealthy Behavior podcast, I talk to Ken Shinoda, a portfolio manager with DoubleLine Capital and head of their mortgage-backed ...
Vanguard Makes a Call on Value and International Stocks
Finding investments that perform better than the S&P 500 has been hard lately. It's left individual investors with the mistaken impression it's the only thing ...