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168 Plus: Investment Conditions During The Great Financial Crisis and a Portfolio Change

This week August 12, 2017 on Money For the Rest of Us Plus I discuss a recent change to my portfolio. We look at what the data used in the investment conditions report looked like during the Great Financial Crisis and coming out the other side to see if it would have been helpful in guiding our investment decisions.

We also profile a couple who want to retire in five years who have kept 2/3 of their portfolio in cash for most of the economic recovery and now want to get more of their money working for them.

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J. David Stein
Darby Creek Advisors LLC
P.O. Box 9277 • Phoenix, AZ • 85068

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