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237 Plus: Money Manager Review, Overweighting U.S. Stocks and Water Rights

In Plus episode 237 for the week of January 26, 2019 we evaluate a money manager and recommended portfolio for a recently widowed 85 year old.

We answer a member’s questions regarding how much risk is he taking in overweighting U.S. stocks, with investing in long-term insured municipal bonds and participating on the Yield Street platform.

Finally, we explore the value of water rights in an era of climate change.

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

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