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You are here: Home / Archives for family

369: Listener Q&A 2

December 15, 2021 by David Stein · Updated February 1, 2023

We answer listeners' questions on a variety of financial topics to close out the year. Topics covered include: Estimating financial market returns in the next thirty years Investing in art Whether stocks will no longer exist How to start investing Fidelity's new Bitcoin ETF How mutual funds are priced How to teach family members about investing Volatility versus drawdowns How to face the uncertainty of crashing stocks, rising interest rates, and numerous other … [Read more...]

Filed Under: Podcast Tagged With: art investing, Bitcoin, expected returns, family, mutual funds, uncertainty

199 Plus: Lending To Family, Investing While Living Abroad, Upstream MLPs

April 7, 2018 by David Stein · Updated May 12, 2021

This week April 7, 2018, we discuss what to consider when investing in a relative's start up company. We analyze how to decide as a worker living abroad how much to invest in one's host country versus one's home country. Finally, we look at developments for upstream master limited partnerships. … [Read more...]

Filed Under: Uncategorized Tagged With: family, home country bias, India, master limited partnerships, MLPs

Vacation Special: Investing In Your Family

July 6, 2016 by David Stein · Updated August 15, 2022

There is no regular episode this week due to the 4th of July Holiday and the Stein Idaho family reunion. Instead, here is the audio from a conversation that Brian Bain of Investor In the Family and I had on investing in family relationships. … [Read more...]

Filed Under: Podcast Tagged With: family

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