Understanding the Mutual Fund Landscape, Ep #243
The mutual fund landscape is complex, with thousands of choices. In fact, at the end of 2023, there were 4,722 US-domiciled funds that we could choose from. Of those, 2,043 were from US equities, 1,124 were international funds domiciled in the US, and over 1,500 were bond funds. If you add all the money from…
Solving the Two Biggest Retirement Problems, Ep #242
Do Roth Conversions Make Sense For You? Ep #241
The Positive Impact of Uncertainty, Ep #240
David Booth—the Executive Chairman and Co-Founder of Dimensional Fund Advisors—recently wrote an article entitled “Uncertainty is Underrated.” In this episode of Best in Wealth, I will read this intriguing article and share why I agree that—while it sounds scary—uncertainty has a positive impact on our lives. Outline of This Episode [1:23] The blue cruise function…