Bonds’ place in portfolios gets clearer
By Kyle Tetting
I appreciate a great question we received recently from a podcast listener, a question that resonates with many of the conversations I’ve had with balanced investors. In short, he wanted to know what role bonds should play if, for more than a decade, they’ve offered very little in the way of return. It was an especially relevant question for this listener as he explained he has been taking required minimum distributions recently.
Money Talk News
Handling wealth: Age-old questions
By Joel Dresang
Out of curiosity, I started looking for a convenient do-it-yourself cognitive test I could take. […]
What We’re Reading
An occasional sampling of what’s catching the attention of folks at Landaas & Company […]
Learning to unpack, unleash legacy
By Joel Dresang
It’s not just vanity. It’s natural to think more about legacy as we age. […]
Money Talk Quiz, April 2024
A multiple-choice review of highlights from recent Money Talk Podcast episodes. […]
AI vs. dot-com: What investors should know
By Kyle Tetting
We need to remember that short-term prices tell us nothing about longer-term investments. […]
Featured Articles
Heads Up: Don’t believe your own ears Using AI, fraudsters are making impostor scam\s more believable. They copy the voice of someone you know and make it sound as if that person is calling you to send them money. A peek at the con – and what you should do. […]
Money Talk Quiz, May 2024 Test your awareness of issues impacting long-term investors. We glean questions from discussions in our weekly Money Talk Podcast. Answers include links to further resources. Advisors included in this month’s quiz include Adam Baley, Steve Giles, Mike Hoelzl, Tom Pappenfus, Art Rothschild and Dave Sandstrom. […]
Weathering winter, enjoying green shoots By Kyle Tetting
While the typical April investing newsletters may point to green shoots for investing in stocks and the economy more broadly, I think it’s fair to say those sprouts emerged months ago. The current climate for investors resembles summer more than spring, with a strong growing season forecast and a steady economic backdrop. Stock prices reflect that optimism. […]
Heads Up: Dealing with data breaches Overall, there’s precious little you can do to prevent your information from being leaked through data breaches. However, you can limit your losses from the fallout. Here’s some advice from the nonprofit Identity Theft Resource Center and IdentityTheft.gov. […]
A glimpse at retirement down the road By Joel Dresang
I recently went to Florida with my wife to help her mother vacate the condo where she and my late father-in-law had wintered for nearly 25 years. It was a cathartic visit spent discovering, sorting, prioritizing, packing, discarding and reminiscing. It also was enlightening. […]