Timing the Market? Here’s What It’ll Cost You, Ep #198

Timing the Market? Here's What It'll Cost You

As most of you know, inflation is high—higher than expected. Things do not look good in the news. Things do not look good in our portfolios either. As humans, when we feel like we are losing, we get the urge to sell our investments, sit on the cash, and wait on the sidelines for the…

The Basics of Tax-Loss Harvesting, Ep #197

The Basics of Tax-Loss Harvesting

We are set to have one of the worst weeks in the stock market in a long time. The stock market was down over 20% the day this podcast was recorded—in bear market territory. We cannot control the market, no matter how much we would like to. But something that we can control—to some extent—is…

Don’t Let Recency Bias Destroy Your Retirement, Ep #196

Don't let recency bias destroy your retirement

Has recency bias affected your investment decisions, now or in the past? The Schwab BeFi 2021 study found that recency bias is the most common behavior that advisors believe impacts clients’ decision-making. 78% of Millennials, 75% of the Silent Generation, 74% of Gen X, and 56% of Baby Boomers suffer from it. But what is recency bias?…

Should You Buy I Bonds? Ep #195

Should you buy I bonds?

What is an I bond? How do you buy an I bond? What are the risks? Are there risks? Who should buy I bonds? I bonds are a hot topic in the news because of the staggering high interest rates. So in this episode of Best in Wealth, I will answer these questions. I will help you decide if you are the right…