Today, Evan acknowledges the feelings of uncertainty everyone has around presidential elections. It’s ok to be concerned about the outcome, but you shouldn’t take it out on your portfolio. Listen along as Evan brings a list of questions you need to answer

Today, Evan talks about how deeply large mutual fund companies and investment firms are stuck in a model that isnt good for investors. These companies are not amateurs and have all the same research as PWI. They know that holding small U.S. and internati

Today, Paul explains a concept he calls a vortex that shows how dissimilar investments can be over one, three, five, and 10-year periods and what happens to the returns over longer periods. The industry is trained to use five- and 10-year track records to

Today, Paul and Evan talk about some changes that happened in the market because of news and speculation about a specific outcome in the elections on November 5th. Listen along as these two advisors break down how the news affects stock prices and why the

Today, Paul brings an article from the Wall Street Journal about economic mobility and success in business from an unlikely place: an Amish community in Ohio. Listen along as Paul talks about how building a strong community that serves one another is a po

Today, Paul talks about the problem with investing being a sales-driven industry. Paul shares the constant barrage of emails from people hoping to pitch products and services that show up in his email inbox and explains how educated investors can usually

Over the last few decades, there have been multiple instances of investors getting caught up in massive frauds and losing all of their money (i.e., FTX or Bernie Madoff). Paul got to address an investor's concern on OpenLine earlier this week. Today, he d

Insurance prices keep going up, pushing people who have been very loyal to their insurers to look for better coverage at a more affordable price. Today, Paul provides a quick guide to buying auto insurance in 2024, where he covers the difference between c

Paul brings up a principle that most investors know, but few actually abide by: You dont have to be able to predict the future to be a good investor. Listen along to hear how market timing sneaks into every aspect of investing and always results in inves

An investor reaches out to a financial columnist because his advisor told him to ditch the Roth Conversion in retirement and just take his family on a cruise instead. Today, Paul examines both the advisor and the columnist’s advice and talks about why peo