You made it to retirement and seem to have enough. Now how do you go about recreating your paycheck and distributing money from your savings and investments and to do so in a tax-smart way. How do you...Show More
While your asset allocation recipe is the most important portfolio decision, we still want good ingredients. Listen to Kevin explain the broad differences in active and passive (indexed) ingredients, ...Show More
Your asset allocation recipe is the most important portfolio decision, and there are a few different flavors of asset allocation. Listen to Kevin describe the differences and what the evidence shows w...Show More
Now that you understand the basic building blocks of an investing process, listen to Kevin explain what key factors investing science has shown to drive stock and bond returns over time and which to f...Show More
Do you have an investment process? Most people don't understand their advisor's process (if they have one). Yet, in investing, you cannot control your investment results, but you can control your proc...Show More
Most financial people only focus on your assets. Listen to Kevin share four examples of clients where better incorporating a holistic view of their finances -- assets and liabilities included -- made ...Show More
Believe it or not Congress actually agrees on something ... that your beneficiaries shouldn't be allowed to stretch IRA required distributions over their lifetime. Listen in to hear Kevin talk about t...Show More
How much money do you have in international investments? How much should you have? Listen to Kevin discuss what the science of investing says and why you are likely underallocated to international mar...Show More
