Beyond the Core

Beyond the Core


Latest Episodes

Major IRA Mistakes Advisers Make ... and How to Avoid Them
May 07, 2019

America's IRA Expert, Ed Slott, discusses some of the major IRA mistakes he's seen financial advisers make with their clients, and how best to avoid them. This episode includes:1. The backdoor Roth IRA conversion strategy2. The ...

Searching for Solutions to Today's Fixed-income Risks
April 29, 2019

You should think of high-yield bonds and senior loans as one asset class: corporate credit. You should also think of it as a potential solution to the risks facing traditional fixed-income investments in today's late-cycle environment. Listen to Res...

When a Sell-off is Just Sentiment: Focus on These Credit Fundamentals
April 16, 2019

In this episode, Resource Portfolio Manager Mike Terwilliger discusses how to assess sentiment vs. market fundamentals when looking for value in today's fixed-income markets. He forecasts future Fed monetary policy, pinpoints macro data to guide inv...

Why Ed Slott Loves the Roth IRA ... and You Should Too
April 16, 2019

America's IRA Expert, Ed Slott, likes to think of the retirement game in two halves: accumulation and distribution. As part of the distribution phase, Ed loves the Roth IRA ... and thinks you should too. We talk to Ed about why financial advisers mu...

Falling Rates, Moderating Growth, Finding Value in Real Estate Investing
April 16, 2019

In this episode, Resource portfolio Gene Nusinzon examines the impact of falling interest rates and moderating economic growth on real estate investing. Aside from mixed macro news, Gene also dives into current real estate market fundamentals. ...