Baird's director of tax planning discusses tax-loss selling, Roth conversions, and the new rules for inherited IRAs.

Tim Steffen: Tax-Saving Strategies for a Falling Market

Expand your investing horizons and look to the long term. Join hosts Christine Benz and Jeff Ptak as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.

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The behavioral finance expert and author on the connection between financial well-being and life well-being, the role of social comparisons, and the next generation of behavioral finance.

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A global economist weighs in on inflation, upcoming elections, and deglobalization.

Neil Shearing: What the Consensus Is Missing About the Current Economy

An author and longtime investing columnist on the role of individual stocks in a diversified portfolio, the virtues of ETFs, and the biggest mistakes he sees individual investors making.

Matt Krantz: Yield-Chasing Investors Are ‘Asking for a World of Hurt’

Why investment sizing is an important—yet often overlooked—factor in investor outcomes.

Victor Haghani: Lessons From the Missing Billionaires

The founder and CEO of Creative Planning on scaling up an RIA giant, why AI in financial advice is ‘inevitable,’ and whether financial advisors will face fee compression in the years ahead.

Tim Steffen: Tax-Saving Strategies for a Falling Market

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