Ep 109: Surprising Lessons on Stock Returns and Diversification

Hear Kevin dive into these details, portfolio implications, and touch on key characteristics of risk — not just how much your investments move up and down (volatility) but making sure you have the dollars you need when you need them (terminal wealth dispersion). You’ll be surprised by what you learn and likely question whether you are truly diversified.  Continue reading

Ep 107: Red Flags of Investment Fraud

Hear Kevin discuss red flags and common scams fraudsters often use. Affinity fraud, guaranteed or high returns, and unregistered products are often well disguised into good-sounding strategies to gain your trust and dollars. Continue reading

Red Flags of Investment Fraud

You have likely seen the local headlines. An apparent $50+ million investment fraud is unwinding in northeast Ohio, with a former high school basketball coach and self-proclaimed single-family real estate expert being accused of bilking investors in a Ponzi scheme. … Continue reading