Financial Solutions

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Showing posts from June, 2019

This Week on TRB

RWM makes the FT 300 list of top registered investment advisors for 2019

Don’t Leave Money On The Table!

What happened to my intermediate term bond fund?

FT’s Jemima Kelly thrashes Facebook’s “crypto” project

Clips From Today’s Closing Bell

Bitcoin is Back! CEO of the Year! What are your thoughts?

The pros and cons of gold

IRA Trick – Eliminate Estimated Tax Payments

How we roll

Making the most of your next dollar

My take on the Bernie Sanders plan to wipe out student loan debt

The risk of too little inflation

Clips From Today’s Halftime Report

What a monetary policy shift means for our bond views

Live from Dynasty, Josh talks with Shirl Penney, the Most Disruptive Man in Wealth Management

Medicare is Not Automatic

Will it hold?

This Week on TRB

Yes, of course Trump could fire the Fed Chairman

Being on the wrong side of this decade’s investing mega-trend

Dividend funds got you down?

Clip From Today’s Closing Bell

Understanding equity hedges

The potential impact of a monetary policy shift

FAQ: Where should a new investor begin?

Integrating Roth IRA With Social Security Benefits

Changing the Ratio

A glimpse at our midyear outlook debates

Clips From Today’s Halftime Report

Is China too big to ignore?

I did everything I was supposed to do

This Week on TRB

What if the cost of capital never rises? Ben Carlson on The Compound

When Everything That Counts Can’t Be Counted

Clips From Today’s Closing Bell

What Are Your Thoughts: Hilarious Predictions

A 2% tax on America’s 75,000 wealthiest families would raise $2.75 trillion

Notes from the road: An equity investor’s lens on China

The Big Kickoff

Takeaways from a timely China trip

Clips From Today’s Halftime Report

Trump on the Fed: They’re disruptive