Start 2025 with a clear plan for your finances. This episode explores the investment indicators, upcoming IRS tax changes, and practical ways to manage risk in your portfolio.
Read MoreIf you're ever trying to diagnose an investment or look under the hood of your portfolio, you're likely to find lots of metrics that might feel an awful lot like (Greek) alphabet soup. On this show, Brian will help us look at some industry jargon and break it down into simple terms to help us better understand how things like cost, risk and performance are evaluated for various investments. You'll learn about Alpha, Beta, Sigma, and Sharpe Ratios. Don't be intimidated by it all. As always, we'll make it easy to understand (well... at least we'll try).
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