A Wealth of Common Sense. Investor, author, and host of Animal Spirits podcast, focuses on simplifying finance for everyone; has backed over 200 companies.
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:
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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 ...
We also answered questions straight from our Compound audience about setting up a financial plan for your elderly parents, the pros and cons of investing in real estate, how to have difficult financial conversations and how inflation impacts portfolio withdrawal strategies.
Further Reading:
4 Big Questions About the Economy
The post Why the Stock Market Has to Crash appeared first on A Wealth of Common Sense.
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There’s a neat website called Ordinary Abundance that looks at many of life’s luxuries that are relatively new that we all take for granted.
It does this by pulling old quotes from people who experienced these new breakthroughs in real-time.
Electricity:
Clean water:
Medical care:
Indoor plumbing:
Music on demand:
It’s a sign of progress that we don’t celebrate these minor miracles. In fact, w...
