They say you should have technology in your portfolio, but what percentage is right for you? Find out where you may want to rebalance your portfolio in this week’s “They Say” segment.

Financial Scams 2026: The Latest AI-Driven Fraud and How to Avoid It
38:17

Business Exit Planning: What Business Owners Should Know Before Selling
38:50

The 4% Rule in Retirement: Why It May Deserve a Second Look
31:00