During bull markets there are always certain investors who take things too far. They chase performance, take on too much leverage, speculate on fad investment themes and abandon diversification. Then the tide goes out and we find out who’s been swimming naked as Warren Buffett likes to say. Bear markets and corrections also cause mistakes … Read more
Welcome everyone! Welcome to the 429th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Ali Nasser. Ali is the Founder of the Wealth Integration System for Entrepreneurs, an education and coaching company based in Houston, Texas, that works with entrepreneurs facing a liquidity event and trying to figure out what’s … Read more
A reader asks: Are there any changes we can make today that would reduce the risk or exposure to potential risk if the federal government causes a recession in 2025? I’m trying to determine if I should adjust my 401k allocations to be less equity and more fixed income in case the stock market goes … Read more
By Byron V. Acohido For the past 25 years, I’ve watched the digital world evolve from the early days of the Internet to the behemoth it is today. Related: Self-healing devices on the horizon What started as a decentralized, open platform for innovation has slowly but surely been carved up, controlled, and monetized by a … Read more
Posted February 1, 2025 by Ben Carlson Five years removed from the onset of the pandemic, it’s interesting to reflect on the stuff that’s changed and the stuff that hasn’t. Remember when people were predicting handshakes were going to become a thing of the past? Or how no one was going to attend college anymore? … Read more
