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Money For The Rest of Us

Investment help and financial guidance for the rest of us.

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You manage your own money. So do I.

Let's share notes and take this financial journey together.

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My best writing, show notes, episode summaries and other valuable content emailed to you weekly.

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Recent Podcast Episodes

230: Use Caution With Real Estate Crowdfunding

230: Use Caution With Real Estate Crowdfunding

229: Stop Maximizing Your Returns Using Modern Portfolio Theory

229: Stop Maximizing Your Returns Using Modern Portfolio Theory

228: How Tokenization Will Radically Change Investing

228: How Tokenization Will Radically Change Investing

227: How To Teach Children About Money

227: How To Teach Children About Money

226: How To Spot Asset Bubbles and What To Do About Them

226: How To Spot Asset Bubbles and What To Do About Them

225: How To Invest In Bonds and Other Fixed Income Securities

225: How To Invest In Bonds and Other Fixed Income Securities

224: Mastering the Market Cycle – Howard Marks

224: Mastering the Market Cycle – Howard Marks

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Asset Allocation and Portfolio Tools

Seven steps to master successful investing.

Asset Allocation and Portfolio Tools

Announcements

The November 2018 Investment Conditions Report is available

Money for the Rest of Us Plus Mobile Access
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Get it on Google Play

Model Portfolio Change:
Further Reducing Equity Exposure

Recent Additions

Plus Episodes

229 Plus: RealtyShares Closing, Private Real Estate Investing and Online Financial Planning 228 Plus: November Portfolio Review and Model Portfolio Change 227 Plus: Mutual Fund Share Classes, TIAA, BDCs and Evaluating Bond Options 226 Plus: October 2018 Mid Month Update, All Weather Portfolio and Risk Tolerance 225 Plus: Additional Fixed Income Options, Investing In Private Capital and Online Security See All Plus Episodes

Portfolio Examples

Portfolio Trade: Tax Loss Selling Emerging Markets Model Portfolio Change: Further Reducing Stock Exposure David's November 2018 Portfolio Update Portfolio Trade: Swapping DoubleLine Bond Funds Model Portfolio Change: Switching Core Bond Funds Portfolio Trade: Added Gladstone Land Corp REIT (LAND) Model Portfolio Change: Switching Currency Hedged ETFS Portfolio Trade: Taking Profits In Driehaus Micro Cap Growth Fund (DMCRX) Portfolio Trade: Selling Calamos Convertible Opportunities and Income Fund (CHI) Model Portfolio Change: Eliminating Emerging Market Bonds and Switching Short Term Bond ETFs See Previous Portfolio Profiles See List of Portfolio Changes

Market Conditions

November 2018 Investment Conditions Report 226 Plus: October 2018 Mid Month Update Video: Investment Conditions Report Introduction See Previous Investment Conditions Reports

J. David Stein
Darby Creek Advisors LLC
P.O. Box 51720 • Idaho Falls, ID • 83405
P: (208) 557-9020

jd@moneyfortherestofus.com

© 2018 Money For the Rest of Us

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