What Is An Interval Fund?
On this week's podcast, Karl welcomes colleague Justin Pawl, CFA, CFP to discuss interval funds. How do they work? The pros, the cons, and how they might fit into a portfolio. Plus, it was a wild week...
29 Jan 202240min
Playing Yesterday's Game
On this week's podcast, Karl Eggerss discusses why the Fed may be behind the curve...again. Plus, it's a new year and Karl has a 4-week organizational challenge for you.
22 Jan 202229min
The Truth Behind The High Interest Series I Savings Bonds
On this podcast, Karl welcomes Casey Keller, CFA to discuss the Series I Savings Bonds and if the interest rate they are paying is legitimate and if it will last. Plus, Casey lets the audience know e...
15 Jan 202224min
Do You Have A One Dimensional Portfolio?
On this week's podcast, Karl Eggerss discusses why just because you own a bunch of securities, it doesn't mean you're diversified. In fact, you might be surprised what many of your investments have in...
8 Jan 202224min
Can I Retire?
On this episode, Karl welcomes Oliver Norman to the show to discuss the important life decision of retirement.
1 Jan 202249min
What Else Are You Going To Do With Your Money?
On this week's podcast, Karl Eggerss describes why stocks may still be the place to be given the backdrop. Plus, it's the last trading week of the year. Here are some helpful last minute finance tips.
25 Dec 202121min
The End Of The Party?
On this week's podcast, Karl Eggerss discusses how the Fed changed their tune and what it could mean for your portfolio. In addition, there was a sea change this week in the financial markets because ...
18 Dec 202128min
Deciding Where To Give Charitable Dollars? 3 Tips
On this podcast, Karl Eggerss shares his thoughts on how to decide where to give your philanthropic dollars. Karl gives 3 things to consider.
11 Dec 202122min
