Accumulating Wealth

We're all wired to have our own belief system; that makes us human. Where we run into trouble is when we use cognitive biases to make important investment decisions. The complexity of the markets, our nonstop access to data, and even the company we keep make it nearly impossible not to form our own ideas. Guest Tom Sanders is in the studio to review three common cognitive biases investors may experience in different phases of life.

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Twitter was changed to X, ChatGPT is a household name, the aggregate bond index is up and high-yield savings accounts remained steady. The guys look back at their 2023 predictions, see what measured up, and what might roll over into the new year. Plus, they share some of their takeaways from last year and why having a diversified portfolio early is so important.

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Over the last 25 years, what percentage of time would you say real estate produced at least a 5% return? Well, the answer might surprise you. The guys wrap up the two-part real estate investment series with another visit from Mark Roberts from Crow Holdings. They cover how investors' access to this market has changed over time and the segments that investors are now moving away from.

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With many public real estate funds housed in the S&P 500, you may be investing in real estate without even knowing it. As the third largest asset class, 45% of American households invest in real estate. That may seem too vast to be true, but a guest joins the guys to explain investing in Real Estate Investment Trusts (REITs), public versus private markets and ways to earn income from real estate.

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What started as a flat 3-percent tax on all income has evolved into 2,651 pages and 1 million words of tax code. When it comes to understanding the U.S. tax code, well, it's complicated. How did we get here, and why do you care? With the help of a special guest, the guys are here to wrap up the history series and offer a little transparency into it all.

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With the ability to invest at your fingertips, it's hard to imagine a time when investments were locked behind lock and key. A new guest joins the guys to discuss the history of investment vehicles and the evolution of custom indexing. Throughout it all, does the influence of human bias remain? Tune in for the guys' take on it.

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One gift you can count on receiving this year is the ability to save more money in 2024. The IRS announced an increase in the contribution limits for 2024 in a few different categories. But just how much are the increases? The guys are here to catch you up.

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Almost 40,000 bank branches, 4,000 community banks, and 134 regional banks all in the United States. Why are there so many banks? Well, the guys bring on a special guest to take it back to when banking was born; ancient empires needed a financial system to facilitate trade, distribute wealth, and collect taxes. They also account for how the banking system's evolution has contributed to where we are today.

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In this new four-part series, the guys take you back in time and discuss the history of the financial systems in the U.S. First up, the Federal Reserve (Fed). Before the Fed, the nation was plagued with financial crises, leading to panic among citizens, and the race to withdraw money from the banks began. Today, the Fed's broader responsibilities have changed and continue to impact us all. Tune in.

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Could alternative investments be a way to hedge off inflation in your portfolio? What opportunities are in this market, and what drives their returns? In this week's episode, the guys answer your questions and shed light on the stability of it all during changing economic environments.

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