NEW THIS WEEK:
Navigating Medicare and avoiding common costly mistakes is the focus of our discussion with Dr. Katy Votava, author of Making the Most of Medicare: a Guide for Baby Boomers
FPA CRESCENT FUND’S STEVEN ROMICK SHARES 30 YEARS OF INVESTMENT LESSONS
Part 2 of 2: Our rare conversation with Great Investor Steven Romick. Lessons learned from running the gold rated FPA Crescent fund for 30 years, delivering equity-like returns with far less risk.
ROMICK: CONTINUOUS LEARNING
What does FPA Crescent Fund’s Steven Romick love about his job 30 years in?
CORTAZZO: PLANNING FOR THE FUTURE
Award-winning financial advisor Mark Cortazzo highly recommends reading Your Future Self: How to Make Tomorrow Better Today by Hal Hershfield to better understand and plan for your future emotionally, physically, and financially
RISING INTEREST RATES MEAN MASSIVE CHANGES IN FIXED-INCOME RETURNS. TRADITIONAL SAFE ASSETS ARE BACK
The massive market reset! Award-winning financial advisor Mark Cortazzo on what this new era of higher interest rates means for your portfolio.
DiMELLA: RECHARGING BATTERIES
Bob DiMella, a leading expert on tax-free municipal income, explains why he recently moved to California, the state with the highest individual income tax rate in the country.
