Is the 60/40 portfolio dead? (#98)

Tax-Efficient Investing with PIMCO's Alan Trice (#102)

With potential changes to tax laws on the horizon, Don Schreiber, Jr. of WBI and PIMCO's Alan Trice will discuss the tax advantages that municipal bonds and dividend income may provide investors with now and in the future. The panelists will also discuss the tax advantages ETFs can provide.

Let’s Talk Taxes & Markets! What We Think Investors Need to Know This Summer (#101)

In this episode, Matt, Don & Rick take a look at the current tax situation and the proposed tax reform from the Biden administration. We also get their takes on fundamentals and what is happening in the markets.

It's Bull|Bear Radio Episode 100

Take a walk down memory lane as we remember the 10 best episodes so far. Since 2017, we've been all about have interesting and informative conversations about investing, the economy, and the financial services industry. Join us as we celebrate 100 episodes!

Will tax policy pour cold water on growth fueled by stimulus and infrastructure spending? (#99)

Rick, Don, and Matt discuss how raising taxes too soon may negate the positive effects of government spending. The team also discusses the recent fears by many of runaway inflation. This and more on this week's BBR.

Is the 60/40 portfolio dead? (#98)

Don, Rick, and Matt talk about the recent selloff and what it may mean for markets. The BRR team also discusses the dated concept of conservative, moderate, and aggressive risk classifications for clients. How can you do it better? The team shares their thoughts on the topic and so much more.