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If you read enough personal finance books you’re bound to come across the parable about the businessman and the fisherman. I’ve certainly read the story numerous times. It goes something like this: An American businessman is vacationing in a small coastal village in Mexico when he meets a fisherman returning to shore with a few large fish. The businessman compliments him on his ...

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Bill Sweet was back on the show helping us discuss questions about inherited annuities, financial plans for ultra high net worth clients, emergency funds, Trump accounts for your kids, how to take less risk in your portfolio and more. Further Reading: Tops and Bottoms The post The Bear Markets appeared first on A Wealth of Common Sense. ...

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Today’s Animal Spirits is brought to you by AdvisorShares and Federated Hermes: This episode is sponsored by AdvisorShares. Visit https://advisorshares-alphanooner.transistor.fm to hear how the pros navigate shifting market leadership on AlphaNooner from AdvisorShares. This episode is sponsored by Federated Hermes. Explore their full ETF lineup at https://federat...

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It feels like we packed an entire year’s worth of news into the past week. Let’s walk through some headlines to see what’s transpired. On Tuesday the Democrats took back both the House and the Senate with resounding victories. What does this mean for public policy? Inflation? Growth? Regulation? The markets? Price always sets the narrative when it comes to the markets. This is ...

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Today’s Talk Your Book is brought to you by NEOS and Dimensional Fund Advisors: To learn more about NEOS, click here: https://neosfunds.com/ To learn more about Dimensional Fund Advisors, click here: Dimensional.com  On today’s show, we discuss: NEOS, The surge in demand for derivative-based income ETFs How option overlays on bond funds work, and the risks involved Choo...

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