In this episode, Craig and David discuss the recent changes in Federal Reserve policy under new Chair Kevin Warsh, exploring implications for investors, bond markets, and portfolio strategies amid increased uncertainty and reduced transparency.keywords Federal Reserve, Kevin Warsh, monetary policy, bond market, investment strategy, market volatility, interest rates, fixed income, portfolio management.

The importance of a living, breathing financial plan that adapts to changing circumstances.
46:54

Maximizing tax brackets, tax-efficient portfolio rebalancing, and the benefits of custom direct indexing to enhance after-tax returns.
46:57

The importance of private markets in diversifying investment portfolios, especially in the context of rising interest rates, inflation, and market correlations.
46:52