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Tag: diversification

36 results found
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5 Investment Mistakes Couples Make

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

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

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

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?

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?

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?

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

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

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

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episode

What Financial Pros Aren’t Telling You

This week we analyze the Truths Financial Pro’s Won’t Tell article from the October issue of Consumer Reports and share…

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