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Interest rates, the broken 60/40 portfolio, gold, and the energy trades hiding outside big tech — here’s where my attention is this month. Every month on the podcast, I try to do one thing: cut through the noise. There’s no shortage of market commentary out there. Turn on CNBC and
Estate Planning Isn’t Just a Will: 3 Things Most People Get Wrong Tall Oaks Podcast, Episode 123 — with Branden DuCharme and Carisa Bertrand Estate planning is far more than having a will. A complete plan has three parts most people overlook: your taxable estate, your probate estate, and gifting.
One of the most common questions we hear — especially from younger professionals and the adult children of our clients — sounds simple: Should I pay off my debt first, or start investing? In this summer episode of the Tall Oaks Podcast, Branden DuCharme sits down with Marcus Corvino, the
Trump Accounts Explained: Free $1,000 for your Kid? If you had a baby in the last year or two, there may be $1,000 waiting for them from the federal government — and you might not even know it exists yet. That’s the starting point for this episode of the Tall
Is Playing It Safe Still Working? June 2026 Market Recap The short version: In June 2026, interest rates stayed “higher for longer,” the US dollar broke out to the upside, Bitcoin quietly fell more than 50%, and the Magnificent 7 corrected harder than the headlines suggested — Microsoft alone was
Most people buy home insurance and auto insurance the way they buy phone plans: pick a price, hope it works, and try not to think about it. But property and casualty insurance is not a subscription, it’s a financial risk management tool built to protect you from low-probability, high-impact events.
For years, real estate investing has been marketed like a guaranteed path to wealth, but the numbers don’t always back the story. When you treat a home as a pure investment, your return is dominated by macro forces like mortgage interest rates, inflation, and wage growth, not just the house
Insurance is supposed to be boring, and that is exactly why people get burned by it. The core idea of a smart insurance review is simple risk management: you pay a relatively small premium to protect against an unlikely event that would wreck your finances. That means the goal is
Most American portfolios take far more concentration risk than people realize, with heavy exposure to US stocks and US bonds while ignoring cheaper global markets. That home bias feels comfortable, but comfort is not the same as resilience, especially when valuations are stretched and future returns may be lower. A
May 2026 feels like a month where disciplined investing matters more than bold predictions. We walk through a market recap built around process: predefined rules, methodical decisions, and a financial plan that tells you how much risk to take when headlines get loud. A major theme is the return of
