This week on the show we field a listener question about whether their concern about government spending should be reflected in their investment portfolio. We also review an article about market efficiency / inefficiency, and provide an update on mortgage and long term bond rates.
RESOURCES:
Mob Rule
humbledollar.com/2024/10/mob-rule/
Principles for Dealing with the Changing World Order: Why Nations Succeed and Fail Hardcover
by Ray Dalio
amazon.com/Changing-World-Order-Nations-Succeed/dp/1982160276
I'm a financial planner to business owners, and the founder of Three Oaks Wealth. Our firm helps business owners align their business interests with their personal finances, often including the exit or sale of equity holdings.
I hold several professional credentials, including the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, and Certified Exit Planning Advisor designations.
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