In Plus Episode 372, we look at the purpose of the model portfolios, how they have evolved, and the historical performance.
We also answer some member questions about the model portfolio changes in early January to reduce equity REIT exposures and eliminate preferred stocks.
Finally, we explore life insurance policies that are classified as modified endowment contracts.
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If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member.