December 12, 2025

Financial Issues · Dec 12, 2025 · 53m

Mark Minnella is joined by Seth Udinski and Sam Case to discuss recent brokerage restrictions affecting the Israel Common Values Funds and what those limitations may suggest about platform practices. The hosts explore differences between advisory and brokerage platforms, considerations around fees and access, and how investors might respond when obstacles arise. The conversation also highlights broader questions around financial regulation, free markets, and the balance between stability and growth, while addressing listener calls on retirement accounts, trusts, real estate timing, and…