A Wealth of Common Sense. Investor, author, and host of Animal Spirits podcast, focuses on simplifying finance for everyone; has backed over 200 companies.
Bill Sweet helped us answer other questions about the best way to transfer old retirement accounts, managing a variable income, how to create a checklist for financial planning purposes, when to sell stocks in your child’s college fund and hardware vs. software.
Further Reading:
Risk & Reward
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Today’s Animal Spirits is brought to you by YCharts:
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One of the hard parts about using history as a playbook in the markets is we don’t have a huge sample size.
In the past 100 years or so, there have really only been three secular bear markets and three secular bull markets.
Since WWII, there have been just six drawdowns of 30% or worse for the U.S. stock market. You had the bull market of the 1950s, the 1980s and 1990s run and now the 2010s into the 2020s.
Market hi...
Today’s Talk Your Book is brought to you by Halo:
To learn more about Halo click here: https://haloinvesting.com/
On today’s show, we discuss:
How Aura shows the impact of adding structured notes to a portfolio
Using variable prepaid forwards to manage concentrated stock positions
Why counterparty risk is less of a concern than it once was
Why Halo is exploring tokenized structured notes
Listen here:
h...
In December 2024 I wrote that international stocks were the most hated asset class in the world.
Foreign stocks have gone on a nice little run since then.
I’m not taking credit here. Sentiment has become harder than ever to crack. But I’m getting similar vibes today in fixed income.
The most hated asset class in the world right now has to be bonds.
There are a lot of intelligent investors who have been making ...
Here’s a brief history of the 401k plan:
The Revenue Act of 1978 included an obscure provision called Section 401k which offered employees the option to defer taxes on certain types of compensation.
It was never meant to be the foundation for the nation’s retirement savings.
Ted Benna, a benefits consultant, realized the rule could allow employees to contribute part of their salaries in a tax-deferred savings ...
