The Roth Conversion Window
Mid-year is a smart time to model conversions before year-end tax planning gets rushed. A practical walkthrough of who benefits, how to size a conversion, and the bracket-management math that makes it...
7 Heinä 44min
BEST OF CALLER QUESTIONS ~ FRIDAY July 3rd
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: I-R-...
3 Heinä 46min
The Index Fund Trap
When the Russell 2000 is up over 20% and the S&P under 10%, "I just own the index" means very different things depending on which index. A chance to explain how market-cap weighting quietly concentrat...
3 Heinä 44min
The Half-Year Scoreboard
A look back at what actually worked in the first half of 2026 versus what the consensus predicted in January. Great for humility about forecasts and a setup for second-half positioning.Today's Stocks ...
2 Heinä 42min
JPMorgan Says 7,800: Should You Believe Price Targets?
A major shop just lifted its S&P 500 target to 7,800 on a "Blue Sky" scenario, implying another leg higher from here. A teaching moment on how Wall Street targets are built, why they move, and how lit...
1 Heinä 44min
What Are the Biggest Risks of the SpaceX IPO?
The SpaceX IPO may be one of the most exciting market events in years, but history shows that the most anticipated IPOs can also be the most dangerous moment for retail investors. This video does not ...
30 Kesä 43min
Should You Hedge Currency Risk? The Dollar, Yen, and Rupee in a Shifting Global Order
The dollar held steady after the Iran talks while the British pound dropped on political upheaval, the Japanese yen neared 40-year lows, and the Indian rupee snapped a winning streak — all in the same...
27 Kesä 42min
Minimum Wage and Inflation: What Higher Labor Costs Really Mean for Your Portfolio
Raising the minimum wage has been a political winner for years, but it's now running into stiff resistance as inflation concerns take center stage. For investors, the debate cuts to the heart of corpo...
26 Kesä 40min
