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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

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

223: How To Invest When You Have Little Money

223: How To Invest When You Have Little Money

222: Why We Overpay and How It Contributes To Income Inequality

222: Why We Overpay and How It Contributes To Income Inequality

221: Should You Prepare For The Next Financial Crisis?

221: Should You Prepare For The Next Financial Crisis?

220: Where Should You Invest Your Cash Savings?

220: Where Should You Invest Your Cash Savings?

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Asset Allocation and Portfolio Tools

Seven steps to master successful investing.

Asset Allocation and Portfolio Tools

Announcements

The October 2018 Investment Conditions Report is available

Money for the Rest of Us Plus Mobile Access
via your favorite podcasting app.

Get it on Google Play

Model Portfolio Change:
Switching Core Bond Funds

Recent Additions

Plus Episodes

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 224 Plus: October 2018 Portfolio Review and Longer-Term Bonds 223: Plus ETFs vs Index Funds, Vanguard vs Others and Collateralized Fund Obligations 222 Plus: September 2018 Mid Month Update, Minimum Distributions and World Retirement Plan Rankings See All Plus Episodes

Portfolio Examples

David's October 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 Portfolio Trade: Selling DoubleLine Income Solutions Fund (DSL) See Previous Portfolio Profiles See List of Portfolio Changes

Market Conditions

226 Plus: October 2018 Mid Month Update October 2018 Investment Conditions Report 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

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