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In 2005, the trajectory of Holly Thaggard's life completely changed when a good friend of hers was diagnosed with skin cancer. Holly realized that most people w…
One year after the release of ChatGPT, we explore the positive and negative paths AI could take and what individuals can do to assist with a positive outcome. T…
We close out 2023 by answering your questions on active vs passive management, market timing, investing for status, what we learned from Charlie Munger, thought…
The intricate dance between profession, risk, lifestyle, and luck in determining how net worth grows. Topics covered include: The various factors that shape the…
We explore reasons for buying Bitcoin using one of the new Bitcoin ETFs. We also consider the risks. Topics covered include: Why the SEC finally decided to appr…
Why most households are in better financial shape than prior to the pandemic, but remain frustrated at their lack of economic progress. Topics covered include: …
In this conversation with financial advisor Josh Jalinski, David shares his views on constructing and benchmarking portfolios, factor investing including growth…
Why global small-cap stocks have underperformed large-cap stocks and will the trend continue? The investment case for allocating to global small caps. Topics co…
Why stock, ETF, and bond trades are optimized to settle in less than a day, allowing investors quicker access to their cash and securities. What are the benefit…
Why are homeowners seeing home insurance premiums increases of up to 70%, as David has? What can you do if your insurer drops you, you get a huge premium increa…





