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Tag: diversification

37 results found
episode

12 Mistakes to Avoid Making With Your IRA

Updated: April 1, 2025

Individual Retirement Accounts (IRAs) are critical in securing financial independence in retirement. Because of this, Brian and Bo took the…

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article

5 Investment Mistakes Couples Make

Updated: November 7, 2023

Have you talked with your spouse about your investment strategy, or what the purpose is for your investments? Investing can…

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episode

Target Date Retirement Funds Pros and Cons

Updated: June 18, 2025

Target date funds have been around for two decades now and they continue to evolve and find their place in…

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episode

Dollar Cost Averaging…The Discussion Continues

Updated: April 1, 2025

This week Brian and Bo dig into the dollar cost averaging discussion, and illustrate the pros and cons that DCA…

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episode

Top Tips to Prepare for Retirement

Updated: April 1, 2025

Brian and Bo cover different strategies and steps to take when preparing for retirement and review features that are available…

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episode

How Do You Hold Your Assets?

Updated: April 1, 2025

Brian and Bo discuss the strategy behind asset location and give you a breakdown of their thoughts when designing investment…

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episode

Has Warren Buffett Lost His Golden Touch?

Updated: April 1, 2025

In this week’s show Brian and Bo analyze Warren Buffett’s annual Letter to Shareholders. It does not matter the market…

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episode

Active vs. Passive Investing: Which Works?

Updated: April 1, 2025

In this episode Brian and Bo dig into the active vs passive argument. It seems like there is a constant…

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episode

Benchmarking Financial Success

Updated: April 1, 2025

Happy New Year! We are starting the year out by giving you a ton of great advice. The theme of…

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episode

Code Red

Updated: April 1, 2025

This week Brian summarizes the 2011 and 2012 Letter to Shareholders from Berkshire Hathaway. He notes that consistency is key…

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