3-8-26 Why Passive Investing Isn’t Really Passive & Why It Matters
2026-03-08
Passive investing is often misunderstood. Many investors believe buying ETFs makes them passive, but frequent trading, sector rotation, and performance chasing turn it into active behavior.
Instead of picking individual stocks, investors are actively trading baskets of stocks.
As the late John Bogle warned, the ability to trade ETFs intraday encourages investors to act on emotion and timing decisions.
The result is that many “passive” investors still underperform the market over time.
📺Full episode:
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1-23-26 The Hardest Part of Legacy Planning – Starting the Conversation
2026-01-24
Most people think the hardest part of legacy planning is legal documents, estate taxes, or complex strategies. In reality, the most difficult part is much simpler—and more uncomfortable: starting the conversation.
Richard Rosso and Jonathan McCarty discuss why these conversations are so difficult, why avoiding them creates greater risk for families…and offer a starting point solution.
0:00 INTRO
0:19 – Punxsutawny Ted Cruz & Texas Winters
1:47 – The Hardest Part About Legacy Planning
3:20 – When You Have Kids…
5:57 – The Basics of Health Directives
7:25 – The Five Wishes process
10:25 – Wish-1 – Who Makes Healthcare Decisions for You?
14:29 – Wish-2 – What Kind of Care?
17:10 – Organ Donation & EOL Planning
20:45 – Wish-3 – How Comfortable to You Want to Be?
21:28 – Wish-4 – How Do
Fibonacci In Mona Lisa And Markets
2026-01-21
Did you know there is a kind of technical analysis that shares structural similarities with hurricanes, nautilus shells, sunflowers, music, and human dimensions? These examples, along with countless others, follow proportions related to the sequence of numbers: 0, 1, 1, 2, 3, 5, 8, 13, 21, 34, 55, 89…
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