#portfolio — Wealth & Means

Episodes tagged #portfolio on Wealth & Means.

Bonds: The Quiet Powerhouse Every New Investor Needs to Know — 2026-01-23
A complete beginner's guide to bonds: what they are, how they work, the main types, why they belong in every portfolio, and the easiest ways to invest. The global bond market at $145 trillion is larger than the global equity market — yet most new investors ignore it entirely.
Stocks, ETFs, or Mutual Funds? Welcome to Investing — 2025-12-15
For a new investor with a 10+ year horizon, the first real question is: stocks, ETFs, or mutual funds? A plain-English breakdown of how each works, what they cost, how they're taxed, and how to actually combine them into a simple, durable portfolio.
Diversification — 2024-02-15
Seven dimensions of diversification for wealth preservation — from asset classes and individual securities to geographic and time diversification — grounded in Solomon's Ecclesiastes 11:2.
Put Your Eggs in Many Baskets — 2024-01-20
From Ecclesiastes to ETFs — how Solomon's ancient instruction to 'divide your portion to seven' maps onto modern portfolio construction across seven distinct dimensions.

#portfolio — Wealth & Means

Episodes tagged #portfolio on Wealth & Means.

Bonds: The Quiet Powerhouse Every New Investor Needs to Know — 2026-01-23
A complete beginner's guide to bonds: what they are, how they work, the main types, why they belong in every portfolio, and the easiest ways to invest. The global bond market at $145 trillion is larger than the global equity market — yet most new investors ignore it entirely.
Stocks, ETFs, or Mutual Funds? Welcome to Investing — 2025-12-15
For a new investor with a 10+ year horizon, the first real question is: stocks, ETFs, or mutual funds? A plain-English breakdown of how each works, what they cost, how they're taxed, and how to actually combine them into a simple, durable portfolio.
Diversification — 2024-02-15
Seven dimensions of diversification for wealth preservation — from asset classes and individual securities to geographic and time diversification — grounded in Solomon's Ecclesiastes 11:2.
Put Your Eggs in Many Baskets — 2024-01-20
From Ecclesiastes to ETFs — how Solomon's ancient instruction to 'divide your portion to seven' maps onto modern portfolio construction across seven distinct dimensions.