Best of Caller Questions

(From NATO allies boosting budgets in response to Russia's aggression to Asia-Pacific nations rearming amid China's military buildup, defense spending is rising on virtually every continent. We examine how investors can think about the long-term defense sector tailwind without si ...  Show more

A new survey finds that net worth — not income — is the dominant driver of financial anxiety, suggesting that many high earners are far less financially secure than their paychecks imply. We dig into what this means for how everyday investors should be building and measuring thei ...  Show more

#601: Nick and his wife have $100,000 to invest, but they’re worried about the volatility of the current stock market. Should they look into alternative investments such as private equity? Even though Roth IRAs come with tax-free withdrawals in retirement, Josh is worried about h ...  Show more

ETFs are at the center of how investors are navigating today’s rapidly changing markets. From active ETFs to thematic strategies around megaforces like artificial intelligence and infrastructure, innovation in exchange-traded funds is reshaping how portfolios are bui ...

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Jason Shapiro on Twitter https://x.com/Crowded_Mkt_Rpt Jason Shapiro website https://www.crowdedmarketreport.com/ Jason Shapiro YouTube channel http ...  Show more

Fifty-eight-year-old Margo has amassed a very healthy retirement fund, in part by buying shares in Berkshire Hathaway, the investment company run by Warren Buffett. When even the ‘Sage of Omaha’ is reducing his exposure to certain US stocks, Margo wonders if it’s time for her to ...  Show more