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Show Notes
On this episode of Simply Money, Bob and Brian kick things off with Allworth Chief Investment Officer Andy Stout breaking down the new U.S.-EU trade deal—what it means for tariffs, global markets, and your portfolio. Then, they dive into the Fed’s upcoming rate decision, and why earnings season could give the central bank the clarity it’s been waiting for. Is a September rate cut back on the table? The conversation shifts to Wall Street’s rising speculative fever—think call options, meme stocks, and Krispy Kreme. Bob and Brian discuss the warning signs and what disciplined investors should do right now, especially when tech and AI positions have ballooned. Finally, they wrap up with a practical guide to cash management, comparing CDs, treasuries, and money markets—plus how direct indexing and Roth conversions can offer better tax outcomes.
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