This lesson describes the characteristics of inflation-indexed bonds. This guide gives you more detailed information on investing in TIPS and Series I Savings bonds. https://vimeo.com/134955190 … [Read more...]

There are two versions of the Money for the Rest of Us Plus Retirement Spending Calculator. The online version can be found here. This version has a larger graph and the output can be saved as a PDF. The Retirement Spending Calculator can also be downloaded as a spreadsheet. Click Here To Download the Retirement Spending Spreadsheet https://vimeo.com/567888947 … [Read more...]

This lesson discusses the steps to selecting a new portfolio mix and transition an existing portfolio to the new allocation. Topics covered include: The four portfolio implementation steps How to categorize an existing portfolio How to choose a new portfolio Asset location - how to decide which assets to hold in tax-deferred versus taxable accounts How to determine which assets to buy and sell How to decide whether to sell a taxable holding How to decide the timing of … [Read more...]

This lesson discusses the reasons to rebalance, different methods to rebalance and how to choose a rebalancing approach. https://vimeo.com/602692395 Transcript Download the transcript What Is Portfolio Rebalancing This lesson is on portfolio rebalancing. Portfolio rebalancing is when you sell assets that are overweight a strategic target and reallocate the proceeds from that sale to assets that are underweight the strategic target. Rebalancing presumes there actually is a … [Read more...]

This lesson describes the characteristics and risks of master limited partnerships and how returns are estimated. https://vimeo.com/168392782 … [Read more...]

This video is on how to evaluate and invest in convertible bonds. Topics covered include: The role of convertible bonds How convertible bonds work How to analyze convertible bonds How to estimate convertible bond expected returns Convertible bond risks How to invest in convertible bonds https://vimeo.com/505926776 Transcript Download the transcript This video discusses convertible bonds and how to invest in them.  Convertible Bond … [Read more...]

This lesson describes the characteristics and risks of high yield bonds and how returns are estimated. https://vimeo.com/166632353/b39e495d0c … [Read more...]

These model portfolios are hypothetical examples of publicly traded mutual funds and ETFs. They are examples that could be incorporated as part of a strategic portfolio mix as well as an adaptive asset garden. You can learn about the different approaches to choosing an asset mix in this video. Each model has its own page with a description of investors who might fit the model's profile. There are five models: Ultra Conservative:  Neutral Target = 20% Stocks and Income Strategies, … [Read more...]