Rethinking Traditional Portfolios - August 2, 2025

Keith and David open the program with a discussion on why a traditional stock-bond portfolio mix has not lived up to traditional performance standards in recent years, and how new strategies can raise the bar for earnings. They also take a look at new tax rules under the Big Beautiful Bill, ways to generate realiable retirement income without taking unnecessary risk, and how to cover long term care and legacy planning under the new terms of the Big Beautiful Bill.Prosper with Keith Singer is a weekly radio program heard all over South Florida, featuring Keith Singer and David Friedland of Singer Wealth Advisors, based in Boca Raton. Keith and David take on numerous financial topics and investment opportunities, and how they relate to retirement planning, with special emphasis on proper tax and legacy planning.