Citrini drops an AI article from the future that spooks markets, a Yale professor astutely recommends a larger equity allocation for most and sometimes advisors get it wrong.

Nelson Hunt returns! We discuss the particularities of Trump accounts as only an attorney could. You won't want to miss the riveting discussion on concentration risk and the shortcomings of Private Equity.

The Trump accounts have a few peculiarities that we look at prior to the window for funding opening, Tai Lopez of internet fame, takes investors on a wild ride that offers lessons for us all, and AI Bots sound a lot like regular financial advisors.

AI is threatening individual companies in the index, Elon Musk is bending the knee to the all powerful index fund investor and the crypto investing game is VERY hard.

Everyone in 2026 claims they would have had the stomach to hold Nvidia through the dot-com crash, but the data says otherwise. Today, we’re deconstructing the dangerous allure of hindsight bias, why high-volatility years make silver and gold look tempting to even the most disciplined investors, and why the 'simplest' portfolio—the Vanguard Total World Stock ETF (VT)—comes with tax intricacies that most Bogleheads (including me) overlook. Let’s get into the math.

Peter Mallouck shows us more excellent data to keep us going, young traders give it a go in gamified trading platforms, and Dave Ramsey pulls back the curtain on how the wealthy invest.

Market drawdowns happen all of the time, chart crimes are still crimes, and AI still has a few weaknesses left...

AI can be used to review your financial documents, Vanguard is pumping advertisements that Bogle would hate, and Elon is so sure the future will be abundant that he thinks saving for retirement is a waste.

Interactive Brokers Ad: https://www.interactivebrokers.com/en/trading/client-outperformance.php

Vanguard Ad: https://advisors.vanguard.com/insights/article/a-practitioners-guide-to-building-an-active-equity-portfolio

Elon Musk Predictions: Highlight Video Here

Let us look back at 2025 to see what sort of returns were given across asset classes.

What you may assume is a privileged position to invest for the elite, just isn't so,tax equivalent yield is a 'thing', and the regional president of Frost Bank gives me a call.