7 Reasons Not to Use a 100% Stock Portfolio
Should you use a 100% stock portfolio? Historically high rates of return are tempting compared to pesky low-returning bonds. Here's the risk your taking.
There are so many ways to invest successfully that the most important thing is to just pick something reasonable and stick with it. But it’s key to know which approach to take and why you’re picking that option.
Should you use a 100% stock portfolio? Historically high rates of return are tempting compared to pesky low-returning bonds. Here's the risk your taking.
Larry Swedroe is our guest today discussing portfolio construction, alternative asset classes, spending down assets in retirement, investing mistakes, and lots more.
Will a strategy of keeping "dry powder" or cash available to invest in a downturn increase your returns? Crunching the data to see if it can actually work.
As your portfolio increases in value, are you being charged higher fees by your financial advisor? Renegotiate to get the fairest price for their advice.
Help set and measure your goals by using the future value formula to calculate the value of an investment after years of compounding interest.
Enroll in WCI Financial Boot Camp, a FREE 12-week email course to improve your financial life.
You can unsubscribe anytime using the link at the bottom of any email.
How would you advise someone who knows nothing about investing? Here's an example of one of my "financial curbside consults" as a blueprint for how to help.
Are you using actively managed mutual funds or picking your own stocks? Here's my analysis of winning mutual funds revealing conclusions you need to know.
In this episode, we talk about six aspects of financial planning that are important to understand when you have a special needs child.
Today's guest explains how an academic physician can narrow the pay gap by taking advantage of a 403(b), 457, PSLF, FMLA, and more.
Are you so worried about making a mistake that you don't do anything? Discussing this analysis paralysis, buying into an ASC, a home refi to pay off student loans, & more.
What you put in a Roth IRA will have a real impact on wealth accumulation. Stocks in a Roth will give higher expected returns, but there's no free lunch.
Are you paying too much in fees as a private real estate fund investor? Exploring the various charges so you can maximize your investment dollars.
Today's guest is a physician turned financial advisor. Here are financial recommendations from his decades of experience and observations.
The popular platform Robinhood fosters a trader mentality and should be avoided. Also talking factor investing, finances of starting a new practice, tilting to US stocks, and lots more!
The Roth IRA is a great start for building your nest egg. There's no better vehicle for investing, tax reduction, asset protection, and estate planning.
Medical school may not have taught you about money, but we will.
We will never sell your information. Modify your preferences or unsubscribe at any time.
Get ready to take control of your financial life. You can do this, and we can help.
We won't sell your information. Modify your preferences or unsubscribe at any time.
