Robert Hunt Financial Market Update
Episodes
Defending High Priced Advisors, Schwab's Crypto Plunge and Market Highs
17 Apr 2026
Contributed by Lukas
The only thing more expensive than an AUM advisor is not having one, Charles Schwab decides complexity is your friend and somehow the stock market is ...
Ditching the Suits and Defying the Dips
10 Apr 2026
Contributed by Lukas
What qualities do you need to possess to leave your financial advisor? How bad are corrections really? Find out!
Allbirds Hit Zero, the Bots Hit "Buy": The Case for Boring Indexing.
03 Apr 2026
Contributed by Lukas
Burton Malkiel reminds us why indexing is the best bet against an AI hyped market, AI Agents are now learning how to buy and sell for us, and Allbirds...
Chips, Certifications and Cycles: Nothing is easy.
27 Mar 2026
Contributed by Lukas
The chip boom snuck up on everyone but index funders, Howard Mark's predictions scrutinized and why you still need to be on your toes with a CFP.
High School Finance, Defensive Advisors, and Why Wall Street Does Too Much
20 Mar 2026
Contributed by Lukas
Riding Expansions, Debunking Wall Street, and AI's Limitations
13 Mar 2026
Contributed by Lukas
Smart Sheets, Seoul Slumps and the Equal Weight Illusion
06 Mar 2026
Contributed by Lukas
AI makes its way into Google Sheets allowing for expert advice regarding our balance sheets, the South Korean index crashes 18% and equal weight index...
AI Panic, Yale's Equity Math, & The Poor Case for Active Funds
27 Feb 2026
Contributed by Lukas
Citrini drops an AI article from the future that spooks markets, a Yale professor astutely recommends a larger equity allocation for most and sometime...
The Truth About Index Concentration, Private Equity, and an Interview With Nelson Hunt
20 Feb 2026
Contributed by Lukas
Nelson Hunt returns! We discuss the particularities of Trump accounts as only an attorney could. You won't want to miss the riveting discussion on con...
Tai Lopez Busted, Trump Accounts Reviewed & AI Bots Are Here
13 Feb 2026
Contributed by Lukas
The Trump accounts have a few peculiarities that we look at prior to the window for funding opening, Tai Lopez of internet fame, takes investors on a ...
AI's Hit List, SpaceX's Index War, and Why Crypto is Scary
06 Feb 2026
Contributed by Lukas
AI is threatening individual companies in the index, Elon Musk is bending the knee to the all powerful index fund investor and the crypto investing ga...
You Weren't Holding Nvidia: Hindsight Bias, Gold Fever, and Vanguard Tax Intracacies
30 Jan 2026
Contributed by Lukas
Everyone in 2026 claims they would have had the stomach to hold Nvidia through the dot-com crash, but the data says otherwise. Today, we’re deconstr...
The Behavioral Edge: Gamified Gains and the Case for Dave Ramsey
23 Jan 2026
Contributed by Lukas
Peter Mallouck shows us more excellent data to keep us going, young traders give it a go in gamified trading platforms, and Dave Ramsey pulls back the...
Data You Didn't Know You Needed, Buffet's Slot Machine, and AI's Current Weakness
16 Jan 2026
Contributed by Lukas
Market drawdowns happen all of the time, chart crimes are still crimes, and AI still has a few weaknesses left...
Ideas for AI, Vanguard Keeps the High Places, and Elon Tells Us to Stop
09 Jan 2026
Contributed by Lukas
AI can be used to review your financial documents, Vanguard is pumping advertisements that Bogle would hate, and Elon is so sure the future will be ab...
2025 Year In Review
02 Jan 2026
Contributed by Lukas
Let us look back at 2025 to see what sort of returns were given across asset classes.
Only the Wealthy Enter, Municipal Bonds Need a Look, and Frost Bank Gives Me A Call
19 Dec 2025
Contributed by Lukas
What you may assume is a privileged position to invest for the elite, just isn't so,tax equivalent yield is a 'thing', and the regional president of F...
Vanguard Wins, Buy At The High, and Trials of Stock Pickers
12 Dec 2025
Contributed by Lukas
Vanguard is actually much better than you think, buying at the high is what the cool kids are doing, and it is much more difficult to pick stocks than...
Military Bases, Goldman's Creation, and Don't Worry About the Dips
05 Dec 2025
Contributed by Lukas
Military bases are great test cases for the power of investor psychology, Goldman Sachs keeps making new products, and 31 dips since 2009 is the price...
Family Edition Podcast!
28 Nov 2025
Contributed by Lukas
AI Trade Splinters as Google Challenges Nvidias Dominance: https://www.wsj.com/finance/stocks/ai-trade-splinters-as-google-challenges-nvidias-dominanc...
Bitcoin Drops, You May Need A Bear Market, Bonds Defended, and Capital One's Sins
21 Nov 2025
Contributed by Lukas
Bitcoin Drops: https://finance.yahoo.com/news/bitcoin-drops-below-90-000-110411849.html Why We Could Use a Good, Long Bear Market: https://www.wsj.com...
Credit Card Reward Game Explained, A False Prophet, and AI Bubbles
14 Nov 2025
Contributed by Lukas
Using Premium Credit-Card Rewards Is Becoming a Part-Time Job: https://www.wsj.com/personal-finance/using-premium-credit-card-rewards-is-becoming-a-pa...
Markets Start To Wobble, Fast Money Tempts, and RHF Secret Deals!
07 Nov 2025
Contributed by Lukas
The Market Just Wobbled. Will It Fall Down?: https://www.wsj.com/finance/stocks/the-market-just-wobbled-will-it-fall-down-70a5ea3d?gaa_at=eafs&gaa...
Fascinating Financial Data, Nvidia Is Huge, and Warren's Letters
31 Oct 2025
Contributed by Lukas
All Net Wealth Created: https://x.com/kobeissiletter/status/1982969988114964991 Nvidia Becomes First $ 5 Trillion Company: https://www.wsj.com/tech/a...
The Dangerous S&P 500, Ulysses S. Grant's Financial Trials, and A Gambling Ring
24 Oct 2025
Contributed by Lukas
S&P 500 is more concentrated with AI than ever: https://www.cnbc.com/2025/10/22/your-portfolio-may-be-more-tech-heavy-than-you-think.html Bankrup...
Warnings Of A Bubble, More Fees Try To Hide, and Financial Data To Help You Sleep At Night
17 Oct 2025
Contributed by Lukas
Jamie Dimon Warns Us: https://www.theguardian.com/business/2025/oct/09/head-of-jpmorgan-chase-warns-of-risk-of-american-stock-market-crash Congress T...
Cost Basis Explained, Gold Pops and Private Equity Storms the 401k Castle
10 Oct 2025
Contributed by Lukas
How to Stop Taxes From Eating Into Your Stock Market Gains: https://www.wsj.com/personal-finance/taxes/taxes-on-stocks-44606b68?reflink=desktopwebshar...
ETFs Keep Flowing, Should You Refinance, and 9 Technologies That Changed Our Investing
03 Oct 2025
Contributed by Lukas
9 Technologies That Transformed Investing: https://www.wsj.com/finance/investing/9-technologies-transformed-investing-telegraph-ai-2cd029dc?gaa_a...
Index Detractors Seek to Scare You, Bogle's Journey Was Not Easy, and a Long Time Index Advocate Passes Away
26 Sep 2025
Contributed by Lukas
Perils of indexing: https://www.apolloacademy.com/passive-investing-continues-to-grow/?mc_cid=b96852ce73&mc_eid=f63d36e99b When Boring Became Bea...
Asset Performances YTD, Don't Trade Stocks Like Congress, and AI Agents May Do It All One Day
19 Sep 2025
Contributed by Lukas
You Don't Want to Trade Stocks Like a Member of Congress: https://www.wsj.com/finance/investing/why-you-dont-want-to-trade-stocks-like-a-member-of-con...
Active Funds Stink During Volatility, Bubbles Rarely Happen, and Pokemon Cards Are Forever
12 Sep 2025
Contributed by Lukas
Active Managers Struggle During Volatility: https://www.cnbc.com/2025/09/05/active-funds-struggle-to-beat-index-funds.html Financial Bubbles Happen L...
Vanguard Sins, Stocks Appear Pricey, and Private Equity Gets Tough
05 Sep 2025
Contributed by Lukas
Vanguard Civil Penalty: https://t.e2ma.net/message/te1hvj/10nseylc WSJ: U.S. Stocks Are Now Pricier Than They Were in the Dot-Com Era: https://www.ws...
Morgan Housel Gems, Ivy League Failures, and Record Margin on Stocks
29 Aug 2025
Contributed by Lukas
WSJ: Ivy League Keeps Failing This Basic Investing Test: https://www.wsj.com/finance/investing/the-ivy-league-keeps-failing-this-basic-investing-test-...
Howard Marks Teaches Us All, Why Index Fund Investing Is Hard, and It Can Always Get Worse
22 Aug 2025
Contributed by Lukas
The Calculus of Value: https://www.oaktreecapital.com/insights/memo/the-calculus-of-value Whatever The World Is Going Through, It's Probably Been Wors...
An All Time Fraud, Dallas' Pension Fund Woes, and a Market That Won't Quit
15 Aug 2025
Contributed by Lukas
Gregor MacGregor - Prince of Poyais: https://www.historic-uk.com/HistoryUK/HistoryofScotland/Gregor-MacGregor-Prince-Of-Poyais/ Dallas Pension Fund W...
AI Gets Better, Trump Lets You Invest In Anything, and Morgan Housel's Wisdom
08 Aug 2025
Contributed by Lukas
Morgan Housel - Different Kinds of Smart: https://collabfund.com/blog/different-kinds-of-smart/ Trump Allows Crypto: https://www.cnbc.com/2025/08/07/t...
Chicago Pension Fund Troubles, AI Ideas For You, and Norway's AI Push
25 Jul 2025
Contributed by Lukas
Chicago Pension Troubles: https://citythatworks.substack.com/p/a-2025-update-on-the-state-of-chicago
***Special Guest Nelson Hunt Discusses The New Big Beautiful Bill***
18 Jul 2025
Contributed by Lukas
Trump's BBB Passes, AI Keeps Getting Better, and Kiddie Roth IRA Strategies
04 Jul 2025
Contributed by Lukas
CNBC: https://www.cnbc.com/2025/07/01/cnbc-daily-open-keeping-a-cool-head-paid-off-for-investors.html Roth IRA for Kids: https://halfmore.co/
Lessons from Alaska, Marc Andreesen Secretly Likes Indexing, and Jerry Buss Lags the Index
27 Jun 2025
Contributed by Lukas
Chinese Stock Pump and Dump Scam, Currencies Matter, and AI Would Like to Sell You A Fund
20 Jun 2025
Contributed by Lukas
Obscure Chinese Stock Scams Dupe American Investors by the Thousands: https://www.wsj.com/finance/regulation/obscure-chinese-stock-scams-dupe-american...
Vanguard's Unintended Benefit, Stock Holding Wisdom, and a Potential Ponzi Scheme in Texas
06 Jun 2025
Contributed by Lukas
Tens of millions lost in home-buying ruse: https://edition.pagesuite.com/popovers/dynamic_article_popover.aspx?artguid=4c483888-7e1e-4914-86c6-9565f94...
Too Much Money in One Stock, Vanguard Letter Saga, and a New Way to Think About Mortgages
30 May 2025
Contributed by Lukas
You Have Too Much Money in That One Stock: https://www.wsj.com/finance/investing/yes-you-have-too-much-money-in-that-one-hot-stock-26ccf9d7
Is Berkshire Hathaway Enough, How Expensive Are Stocks, and So You Think You Want to Be A Stock Picker
23 May 2025
Contributed by Lukas
Just How Expensive Are Stocks After All the Ups and Downs: https://www.wsj.com/finance/stocks/stock-valuations-investors-76d1daa6
Investors Stay Patient, Buffet's Compounding, and the Difficulty of Individual Stock Picking
16 May 2025
Contributed by Lukas
These investors cashed in by holding firm during market slump: https://www.wsj.com/finance/investing/stock-market-rise-fall-investor-success-75a1dee3 ...
Stocks Snap Back, Money Market Fund Ripoffs and Morgan Housel's Wisdom
09 May 2025
Contributed by Lukas
Money Market Fund is Ripping You Off: https://www.wsj.com/finance/investing/your-money-market-fund-is-ripping-you-off-660486a5?st=xX78ne&reflink=a...
Vanguard Explained, AI Can Do It All, and Market Truisms to Keep You Sane
02 May 2025
Contributed by Lukas
Gold Soars, Vanguard Tries PE, and Crazy Traders Risk It All
25 Apr 2025
Contributed by Lukas
I Could Lose It All Tomorrow WSJ: https://www.wsj.com/finance/stocks/yolo-stock-traders-young-investors-9feaf501 Don't Buy Into This Easy Fix for Sto...
I Write Vanguard a Letter, International Stocks Sing, and the Biases of Investors
18 Apr 2025
Contributed by Lukas
Misbehaving in a Volatile Market: https://awealthofcommonsense.com/2025/04/misbehaving-in-a-volatile-market/
Tariffs Again, Buffett's Wisdom and My Vanguard Saga Continues
11 Apr 2025
Contributed by Lukas
Keep your head of your spooked by tariffs: https://www.cnbc.com/2025/04/03/warren-buffett-suggests-reading-a-19th-century-poem-when-stocks-fall.html?_...
Tariffs, Tariffs, Tariffs
04 Apr 2025
Contributed by Lukas
Market Upheaval From Trump's Tariffs Could Be Just the Beginning: https://www.wsj.com/finance/investing/market-upheaval-from-trumps-tariffs-could-be-j...
Leveraged ETFs are Scary, Individual Investors Wig Out, Investing Can Be Brutal, and Maybe Tariff Talk
28 Mar 2025
Contributed by Lukas
Billions Flowed Into New Leveraged ETFs Last Year. Now They're in Free Fall: https://www.wsj.com/finance/investing/billions-flowed-into-new-leveraged-...
Democrats Dump Stocks, Long Term Investing Is Hard, and a Chevy Malibu Deal.
21 Mar 2025
Contributed by Lukas
The Days of Set and Forget Investing Just Ended for Many Americans: https://www.wsj.com/finance/stocks/investing-stocks-risk-strategies-trump-policies...
Beware of Drawdown Fears, The News Cycle Turns On U.S. Stocks and Cash Balance Plans Make An Appearance
14 Mar 2025
Contributed by Lukas
The Mounting Case Against U.S. Stocks: https://www.wsj.com/finance/stocks/us-stocks-underperform-trade-war-9c68599d?st=yHSA3j&reflink=article_emai...
International Stocks Start Winning, The 7 Deadly Sins Investors Make, And How to Buy a Great Sedan
07 Mar 2025
Contributed by Lukas
Seven Deadly Sins Investors Make: https://www.thedailyupside.com/advisor/investing-strategies/7-deadly-investing-sins-clients-make/ Buy a Chevy Malibu...
Buffett's New Letter Drops, International Stocks Still Look Cheap, and Dishwashers
28 Feb 2025
Contributed by Lukas
Berkshire Hathaway 2024 Letter: https://www.berkshirehathaway.com/letters/2024ltr.pdf Stocks Have a Big, Expensive Problem: https://www.wsj.com/finan...
Vanguard's New Offerings, Carvana Makes Me Question Indexing, and Your Stock Portfolio After You Leave a Manager
21 Feb 2025
Contributed by Lukas
Vanguard Introduces Two New ETFs: https://www.prnewswire.com/news-releases/vanguard-introduces-new-etfs-to-meet-investors-short-term-liquidity-needs-3...
Europe's Unloved Stocks Are Suddenly Hot, What to Do With a Giant Stock Market, and Compelling Data On Cash and Complexity
14 Feb 2025
Contributed by Lukas
Europe's Unloved Stocks Are Suddenly on Top of the World: https://www.wsj.com/finance/stocks/european-stock-growth-a93373cb What You Should Do About ...
Vanguard Cuts Fees In A Major Way, Dollar Cost Averaging Is Examined, And 401k Plans Continue Their March
07 Feb 2025
Contributed by Lukas
Vanguard's Average Fee Is Now Just .07%: https://www.gmtoday.com/business/vanguard-s-average-fee-is-now-just-0-07-after-biggest-ever-cut/article_59d33...
Get Paid To Own an ETF, the Best Referree for the Active vs. Passive Debate and Catherine Hunt Asks Me Some Hard Questions.
31 Jan 2025
Contributed by Lukas
Spiva Report 2023: https://www.spglobal.com/spdji/en/documents/spiva/spiva-us-year-end-2023.pdf
Which President Will Give You the Best Returns, the Dark Side of Fidelity, and Hedge Fund Fees Are Still High
24 Jan 2025
Contributed by Lukas
WSJ What You Don't Know Can Sting You: https://www.wsj.com/finance/investing/what-you-dont-know-could-sting-your-portfolio-6c095df2 Hedge Fund Fees E...
Capital One Gets Sued, Fascinating Data on the Stock Market, and a Short Seller Embraces Indexing
17 Jan 2025
Contributed by Lukas
Capital One is Sued: https://www.cnbc.com/2025/01/14/cfpb-sues-capital-one-alleges-it-misled-consumers-on-savings-rates.html A Short seller Embraces ...
Snow Day Brings Various In Studio Guests, An Invitation to Avoid, and the Dangers of Back Tested Data.
10 Jan 2025
Contributed by Lukas
You're invited to Wall Street's private party, say you are busy: https://www.wsj.com/finance/investing/private-alternative-assets-etfs-cf987342
A 2024 Stock Market Prediction Revisited, Stocks Cap Best Two Years in a Quarter-Century, and Robert's Corner Where I Discuss My Own Plan for 2025.
03 Jan 2025
Contributed by Lukas
Harry Dent Prediction of Doom: https://www.dailymail.co.uk/news/article-12898577/US-economist-2024-market-prediction-crash-Great-Depression.html Stoc...
Steve Ballmer is Our New Index Fund Hero, Elite Colleges Have Investing Troubles, and My Thoughts on Excess Returns and Top Heavy Indeces.
27 Dec 2024
Contributed by Lukas
Steve Ballmer, the Non-Investing Guru of Investing: https://www.wsj.com/finance/investing/steve-ballmer-the-non-investing-guru-of-investing-b0058c11 ...
Which Door to the Bank's Wealth Management Division Will You Go Through?, The Plain Index Fund Prevails Again, and We Learn From the Greatest Speculator of All Time.
20 Dec 2024
Contributed by Lukas
Are you ultrarich, rich or merely affluent? : https://www.wsj.com/finance/banking/are-you-ultra-rich-rich-or-merely-affluent-it-makes-a-big-difference...
Is this wildly overvalued stock market doomed?, the thing to get excited about in investing, and I investigate a 401k plan and learn that our work is not done
13 Dec 2024
Contributed by Lukas
Wall Street Journal - Is This Wildly Overvalued Stock Market Doomed?: https://www.wsj.com/finance/stocks/stock-market-overvalued-forecasts-2025-e073e1...
A bear market researcher admits his limits, Mark Cuban's 85 startups and the mystery of Bitcoin
06 Dec 2024
Contributed by Lukas
Mark Cuban admits he's down on Shark Tank Deals: https://finance.yahoo.com/news/mark-cuban-admits-down-shark-131100851.html
***Special Interview with Estate Planning Attorney Nelson Hunt***
22 Nov 2024
Contributed by Lukas
We go back to the well and interview Nelson Hunt regarding all things estate planning with a special focus on the changes to expect in the new adminis...
Investment advice for election inflation, is Trump the best thing for the stock market, and Robert's Corner, where we focus on what matters in investing
15 Nov 2024
Contributed by Lukas
What to buy if the election has you worried about inflation: https://www.wsj.com/finance/investing/tips-inflation-protected-securities-4f7db9c5?st=GDH...
Knowing the election results beforehand may not have helped you, Trump administration investment expectations, and some Morgan Housel wisdom to keep us sane.
08 Nov 2024
Contributed by Lukas
Sam Bankman Fried Election Bet: https://www.businessinsider.com/sam-bankman-fried-called-trump-victory-system-lost-300-million-2023-10 The Republican...
Morgan Housel discusses the personalization of investing, the fog of financial nostalgia, and the Wall Street Journal highlights an index hero.
01 Nov 2024
Contributed by Lukas
Do it your way: https://collabfund.com/blog/your-way-is-the-only-way/ A message from the past (thoughts on nostalgia): https://collabfund.com/blog/a-...
Bill Ackman lost 400 million on his Netflix bet, Goldman predicts 3% returns for the next decade, and a private equity firm has a 79 times return on their oil and gas investment.
25 Oct 2024
Contributed by Lukas
Bill Ackman loses 400 million on Netflix: https://variety.com/2022/digital/news/bill-ackman-sells-netflix-stake-loss-1235237715/ Goldman Sachs predic...
Vanguard's market predictions from 2019 revisited, a retirement expert models humility, and endowment funds lag.
18 Oct 2024
Contributed by Lukas
Vanguard 2019 Predictions: https://www.prnewswire.com/news-releases/vanguard-unveils-2019-economic-and-market-outlook-report-300761301.html A retirem...
Warren Buffet's million dollar bet revisited, Scott Burns assuages our retirement fears and a JP Morgan client loses 50 Million and doesn't get it back
11 Oct 2024
Contributed by Lukas
Warren Buffett's bet paid off: https://www.cnbc.com/2024/10/09/warren-buffetts-sp-500-bet-paid-off-some-experts-say-it-may-be-time-to-diversify.html#:...
When a crystal ball is not enough, the fastest growing economies may be duds as investments, and UBS predicts the roaring 20's.
04 Oct 2024
Contributed by Lukas
Which countries have the highest returns, guess again: https://www.wsj.com/finance/investing/stock-market-returns-gdp-growth-548a387e When a crystal ...
Scott Burns best article ever, solving the 'why' of investment fraud, and an investment idea you are sure to love
27 Sep 2024
Contributed by Lukas
Scott Burns thoughts on index investing, the long haul and your life: https://edition.pagesuite.com/popovers/dynamic_article_popover.aspx?artguid=73ff...
Young investors learn the hard way, the number one way Americans are becoming millionaires and what to do with a Fed interest rate cut
20 Sep 2024
Contributed by Lukas
Young, rich investors are making 2 key mistakes: https://www.cnbc.com/2024/09/16/cfp-key-mistakes-from-young-rich-investors.html#:~:text=Klontz%20says...
High dividend yield funds can deceive, another investment fraud to learn from, and bonds probably deserve a second look
13 Sep 2024
Contributed by Lukas
When chasing more dividends leaves you with less: https://www.wsj.com/finance/investing/dividend-stock-etf-1f481e82?st=tp3wm0lvezk9j65&reflink=art...
Beware of hucksters in a low interest rate environment, AI bots can do anything, and Americans are VERY bullish on stocks
06 Sep 2024
Contributed by Lukas
When Interest Rates Go Down, the Hucksters Spring Up: https://www.wsj.com/finance/investing/kenneth-boyle-paul-regan-next-level-yield-wealth-903910f9?...
How to mess up index fund investing, the next hot investing idea sometimes ain't so, and Morgan Housel and Howard Marks produced a podcast masterpiece
30 Aug 2024
Contributed by Lukas
Messing Up the Closest Thing to a Sure Thing in the Stock Market: https://www.wsj.com/finance/investing/messing-up-the-closest-thing-to-a-sure-thing-i...
Citadel's Ken Griffin supposedly rules the investing world, Kamala Harris introduces her scary tax plan, and the Deadlift ETF outperforms the market by 2.4x
23 Aug 2024
Contributed by Lukas
Citadel's Ken Griffin has remade the hedge fund industry with himself on top: https://www.wsj.com/finance/investing/citadel-ken-griffin-hedge-funds-c9...
Index fund's discards find new life, investors who borrowed now have to repay and Vanguard Capital Markets forecast revisited
16 Aug 2024
Contributed by Lukas
Investors Borrowed Like Crazy During the Rally, Now They're Paying the Price: https://www.wsj.com/finance/investors-borrowed-like-crazy-during-the-ral...
Target Date funds get ditched, 1987 crash comes back and the stages of fear in a market meltdown.
09 Aug 2024
Contributed by Lukas
401k Investors Convinced That Target Date Funds Miss the Mark: https://www.wsj.com/personal-finance/retirement/401k-savers-target-date-funds-alternati...
A couple wins the powerball and gets hosed, there is no such thing as a 'stock-pickers market', and famous investor scorecards.
19 Jul 2024
Contributed by Lukas
A Couple Won the Powerball. Investing it Turned to Tragedy: https://www.wsj.com/finance/investing/a-couple-won-the-powerball-investing-it-turned-into-...
Making money on the election is harder than ever, JP Morgan's top expert gets it wrong, and why you should not answer when your bank calls
05 Jul 2024
Contributed by Lukas
Making Money on the Election Trade is Harder Than Ever: https://www.wsj.com/finance/stocks/2024-election-results-investments-stock-market-804e2afd Wa...
Hot new 'boomer candy' funds, Americans fall into a 'cash trap', and Robert's Corner where I connect mold remediation and investing
28 Jun 2024
Contributed by Lukas
Americans Chasing High Interest Rates Risk Falling Into a 'Cash Trap': https://www.wsj.com/finance/investing/americans-chasing-high-interest-rates-ris...
Why stocks are the greatest asset class, quite compounding and stock picking is still difficult
21 Jun 2024
Contributed by Lukas
Why stocks are the greatest asset class: https://ofdollarsanddata.com/why-stocks-are-the-greatest-asset-class/ Quite Compounding: https://collabfund....
Bank branches seek to lure you in, Scott Burns keeps preaching truth and active bond funds appear to signal they are the way to go
14 Jun 2024
Contributed by Lukas
Banks adapt branches to clients feel welcome: https://edition.pagesuite.com/popovers/dynamic_article_popover.aspx?artguid=96bc6cfc-df79-47ff-ad81-f292...
Trouble in the private real estate LP world, the benefits of spousal IRAs, and the fickle friend that money is
07 Jun 2024
Contributed by Lukas
Here's a Tax Break That Married Couples Often Overlook: https://www.wsj.com/personal-finance/retirement/married-tax-breaks-spousal-ira-b0e7c2a1 Fickl...
International investing takes the lead, Nvidia reveals the difficulty of stock picking and Vanguard releases their return expectations
31 May 2024
Contributed by Lukas
International stocks are poised to beat the S&P 500: https://www.morningstar.com/news/marketwatch/20240513112/international-stocks-are-poised-to-b...
The golden age of investing, Vanguard hires an outsider, and Nvidia creates FOMO not seen since Tulipmania
24 May 2024
Contributed by Lukas
Investors are Striking Gold All Over: https://www.wsj.com/finance/investing/stock-market-dow-record-economy-6b77dac7 Vanguard Names Former Blackrock ...
A dart board beats the pros, meme stocks return, and 529 plans get a few new wrinkles
17 May 2024
Contributed by Lukas
A Random Path to Stock Market Riches: https://www.wsj.com/finance/investing/the-random-path-to-stock-market-riches-3be065ad?st=q635zoid78hn1xx&ref...
Is Blackstone's BREIT a ponzi scheme? Is my money market fund safe? And Robert's Corner where we discuss medical bills.
10 May 2024
Contributed by Lukas
Business Insider: https://www.businessinsider.com/blackstone-breit-commercial-real-estate-fund-misled-investors-private-equity-2024-5 Vanguard Money ...
How good are Warren Buffett's managers at picking stocks, Morgan Housel warns us about debt and Bobby Hunt teaches how to handle stock market corrections
03 May 2024
Contributed by Lukas
Berkshire and Buffett: can any stockpicker follow the Oracle?: https://www.ft.com/berkshire Morgan Housel thinks about debt: https://collabfund.com/bl...
NFL Draft prospect teaches us how to invest, an ETF promises too much and some time in Robert's corner
26 Apr 2024
Contributed by Lukas
NFL Draft Prospect Moonlighting as an Investor: https://www.wsj.com/sports/football/nfl-draft-2024-braden-fiske-defensive-tackle-66ee3dc1 New Sto...
Fed Chair Powell says inflation may be here to stay, the five biggest financial regrets folks have, and the ETF space tries to attract you to active management
19 Apr 2024
Contributed by Lukas
Fed Chair Powell CNBC: https://www.cnbc.com/2024/04/16/powell-cites-lack-of-progress-this-year-in-reaching-feds-inflation-goal.html Financial Planning...
Fidelity looks to charge you for shopping, the hidden costs of homeownership and "so you think you want to be an investor?"
12 Apr 2024
Contributed by Lukas
Fidelity charges platform fees: https://www.etf.com/sections/fidelity-plans-15-platform-fee-etf-issuers The Hidden Costs of Homeownership Are Skyrock...
The conflicts your financial advisor doesn't want you to know about, the 'experts' have a hard job and a sermon on diversification.
05 Apr 2024
Contributed by Lukas
The Conflicts Your Financial Advisers Don't Want You to Know About: https://www.wsj.com/personal-finance/retirement/financial-adviser-conflicts-fees-m...
Even the pros can't hold stocks, a Nobel winning behavioral economist passes, and President Trump gets a stock
29 Mar 2024
Contributed by Lukas
Daniel Kahneman, Nobel-Winning Pioneer of Behavioral Economics, Dies at 90: https://www.wsj.com/finance/investing/daniel-kahneman-nobel-winning-pionee...