May 26, 2020

Pinning up a financial planner against an index fund is a false dilemma.  In fact, your financial planner may be investing your money in index funds.  They are not in competition with each other.  This misconception plagues both clients and advisors.  This episode explains why this is such a dangerous comparison to...

May 12, 2020

Capita advisors Zacc Call and Matt Johns discuss diversification and the ways it can affect your portfolio. In the early stages of portfolio construction, the diversification benefit is massive. However, it diminishes quicker than you realize. Why is that and how can we avoid it? Listen or watch this new episode to see...