Podcast & Blog

Buffered ETFs have emerged as a powerful alternative to traditional risk management products, particularly fixed index annuities and insurance products. These innovative investment vehicles offer defined outcomes with transparent mechanisms, making them increasingly popular among investors seeking downside protection while maintaining exposure to market upside. At their core, buffered ETFs

 Estate planning is often misunderstood as simply drafting legal documents and filing them away. However, as we discovered in our work with clients this last quarter, effective estate planning is actually an ongoing process that involves much more than just paperwork. It requires organization, regular review, and thoughtful implementation

Portfolio construction has evolved significantly over the years, and the recent market volatility has brought this conversation back to the forefront for investors. As Paisley Nardini, a CFA and CAIA with extensive institutional finance experience, points out in our recent discussion, the traditional 60-40 portfolio allocation isn’t necessarily dead –

Tax planning is often a misunderstood process, with most people believing it happens during tax filing season. However, as financial advisors who work closely with tax professionals, we know that effective tax planning begins immediately after you file your taxes for the previous year. This proactive approach allows us to

In a fascinating conversation with Jim Bianco of Bianco Research, we explored what investors should realistically expect from markets over the coming years. Jim introduced his “4-5-6 market” framework—a sobering but practical outlook suggesting cash will return 4%, bonds 5%, and equities just 6% annually. This represents a marked departure

The conversation highlighted how both disciplines struggle with the challenge of the “unknown unknowns.” The Tacoma Narrows Bridge collapse of the 1940s was cited as a classic example where engineers couldn’t anticipate how wind dynamics would interact with the bridge structure – a catastrophic failure stemming from factors beyond their

Long-term care planning is a critical aspect of comprehensive financial planning that often gets overlooked until it’s too late. As discussed in our latest podcast episode, this oversight can lead to devastating consequences for both the individual requiring care and their loved ones. Understanding what constitutes a long-term care event

In the ever-evolving landscape of investment strategies, return stacking has emerged as a powerful approach for portfolio diversification without sacrificing exposure to traditional asset classes. As explained by Corey Hoffstein, owner of Newfound Research, this strategy—originally known as portable alpha when pioneered by PIMCO in the 1980s—offers investors a way

Understanding the ins and outs of tax debt is crucial for anyone navigating the complexities of personal or business finances. In today’s episode, we delve deep into tax debt resolution with our special guest, Morgan Anderson, an expert enrolled agent with over two decades of experience. Morgan focuses exclusively on

In the world of real estate, most people visualize pristine suburban single-family homes or luxurious condos, but a whole market exists in the land of the dilapidated—that is, the rundown motels and hotels that dot our highways. In this episode, we dive into the innovative and bold approach taken by