Most investors chase a "holy grail" strategy, but the perfect portfolio isn't about beating the market—it's about you. Cullen Roche, CIO of Discipline Funds, breaks down how to align your assets with your specific time horizons and behavioral needs to build a plan that truly works.
Money isn't just math; it's a soft skill. Morgan Housel explains the emotional drivers behind spending, from "retributive materialism" to the vital difference between being rich and wealthy. Learn how to master your financial behavior for true independence.
Received an inheritance or sold a business? Investing a lump sum is a battle between math and emotion. History favors putting cash to work immediately, but fear often leads to dollar-cost averaging. Learn how to balance financial logic with peace of mind.
You probably aren't the next Warren Buffett. Most investors fail by trying to outsmart the market, falling victim to emotions and overtrading. Discover why investing is a 'loser's game' and how success comes not from picking stocks, but from minimizing the mistakes that destroy wealth.
As U.S. large-cap dominance fades, international stocks and small caps are showing life. We explore this potential market rotation, the value of liquidity over tax optimization, and the big question facing retirees: Does the 4% rule still work in the current economic landscape?
Stop searching for the mathematical "Holy Grail." Cullen Roche and Josh Brown discuss why the perfect portfolio isn't about numbers—it's about behavior. Learn why the best strategy is simply the one you can actually stick with during market turbulence.
Thousands of new ETFs have flooded the market, complicating risk management. We speak with Brian Jacobs from Aptus ETFs to demystify option strategies. Learn how to use "collars" for downside protection and align financial mechanics with your personal investment psychology.
UBS CEO Sergio Ermotti calls diversifying away from the US a "dangerous bet," citing its dominance in wealth creation and 2.5 million new millionaires. He insists the US remains essential to asset allocation and updates that the Credit Suisse integration is nearly complete.
Tony Robbins warns that the next decade brings a radical shift driven by AI and economic crisis. While most are unprepared for the fallout, mastering internal psychology and wealth strategies allows you to dominate. Discover how to turn this coming "winter" into your advantage.
