Podcasts

Diversification or Bust

For the past 12 years, investors who have 100% stocks in their portfolio have been handsomely rewarded for their perilous lack of diversification. But what goes up must also come down.

Do NOT Break Glass in Case of Emergency

If you have value in your home, it may be tempting to borrow against it for emergencies or home repairs. Jared explains how home equity loans have changed in recent years and the one huge risk you are taking if you sign on the dotted line.

You Shouldn’t Go It Alone

You are likely going to be worse at managing your portfolio than a financial advisor. Said another way: You need a financial advisor. So, how do you go about choosing one? Jared gets into the weeds on how to choose one and some of the protections you have as a client.

Property Taxes Are the Worst

As Benjamin Franklin was famous for saying, “But in this world nothing can be said to be certain, except death and taxes.” Jared discusses the implications of high property taxes, and why sales taxes are more efficient than wealth taxes to address perceived wealth inequality.

Uncorrelated Is Good

Every portfolio has volatility. The only way to smooth out volatility is to ensure your portfolio is diversified, but very few people realize that to do that you need to break the correlation among your investments. Do you understand the equation? Jared discusses what you may not be doing to...

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