Displaying 2 items of More for Your Money with the tag "bond portfolio".
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Episode 44: Market Updates, Inflation, and Money Questions with John Berkley - 10/25/2025
October 25th, 2025 | 52 mins 50 secs
3% annualized inflation, 401k, 401k distribution, age 62, age 70, bond portfolio, bull market, capital gains tax, closed end fund, company stock, concentration risk, consumer price index, cpi, dow, federal reserve goal, financial planning, gold bullion, gold mining, high yield bonds, investing, laddered cds, liquid cash, money market, money questions, nasdaq, net unrealized appreciation, nua, ordinary income tax, resource stocks, retirement accounts, retirement planning, robs account, roth ira, russell 2000, s&p 500, safe bonds, social security, stock market, structural inflation, tax location strategy, tax-free investing, timberland, total return, treasuries, value investing
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
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Episode 33: The Future of Investing: AI, Productivity Gains, and Portfolio Bonds - 08/09/2025
August 9th, 2025 | 52 mins 50 secs
10-year note, ai applications, ai efficiencies, ai ethics, ai productivity gains, ai safety, ai thinking partner, artificial intelligence (ai), asset classes, asset preservation, bond market fluctuations, bond maturity, bond portfolio, bond rating agencies, bonds, capital gains taxation, cash, cds, chatgpt, client priorities, closed-end investment companies, compliance logs, corporate bonds, credit rating, credit spread, debt monetization, derivatives, equity, etfs, expensive market, federal reserve, fixed income, goldilocks market, google notebook, government bonds, government deficits, gro, growth, high-yield bonds, higher education, household accounts, income, inflation, investment process, investment products, ira bonds, job descriptions, junk bonds, market beta, market pullback, market timing, market update, microsoft copilot, momentum investing, mutual funds, nasdaq, note-taking ai, price-earnings multiple, real interest rates, reversion to the mean, risk in bonds, risk tolerance, risk-return relationship, roth ira, s&p 500, staffing, stocks vs. bonds, traditional ira, us treasury auction, volatility reduction
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.