In Plus episode 521, we explore how investors can invest in AAA rated bond backed by the European Union. We also review how non-U.S. stock currency-hedged ETFs work and whether now is a good time to increase or decrease currency hedging. Finally, we review why Goldman Sachs believes the U.S. dollar could depreciate another 20% to 30% from current levels. Become a Member 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 … [Read more...]
Active Bond Management, TIPS Volatility, and a New Asset-backed Bond ETF
In Plus episode 520, we examine why a greater percentage of bond managers outperform a passive index compared to active stock managers. We review why Treasury Inflation Protection Securities exhibit day-to-day price volatility. Finally, we review the new DoubleLine Asset-backed Securities ETF (DABS). Become a Member 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. Learn More About … [Read more...]
Plus 519: PUTW Rebranding, a Member Portfolio Review, and a New Public Private Corporate Bond ETF
In Plus episode 519, we share two announcements that impact Plus members. We review how the WisdomTree PutWrite Strategy Fund (PUTW) was rebranded and became the WisdomTree Equity Premium Income Fund (WTPI). We explore how WTPI's strategy differs from PUTW. We take a brief look at the Simplify Volatility Premium ETF (SVOL). We discuss a member's portfolio transition. Finally, we analyze the new SPDR SSGA Investment Grade Public & Private Credit ETF (PRIV). Become a Member If … [Read more...]
518 Plus: April 2025 Investment Strategy Commentary
We review what happened, where are we now, and where are we heading after the steepest stock market decline in five years. Become a Member 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. Learn More About Membership Options » 518 Plus Transcript There is no transcript but you can find the April 2025 Strategy Report here. … [Read more...]
516 Plus: Ultra Short Term Bond ETFs, Intl Bond ETFs, and an Intl Equity Enhanced Closed End Fund
This week on Plus episode 516, we analyze two new Vanguard Ultra Short Term Bond ETFs. We also look at two ETF options for investing in shorter-term non-U.S. bonds. Finally, we consider a closed-end fund that invests in non-U.S. dividend-paying stocks while writing covered call options. Please note the ticker symbol for the BlackRock Enhanced International Dividend Trust is BGY, not BGI, as was said several times in the episode. Become a Member If you would like to listen to this … [Read more...]
515 Plus: U.S. Dollar, a New All Weather ETF, and Daily Rebalancing
In Plus episode 515, we provide a follow-up to episode 515 on the U.S. dollar as the reserve currency. We analyze the new SPDR Bridgewater All Weather ETF (ALLW). Finally, we look at a strategy of daily rebalancing, Become a Member 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. Learn More About Membership Options » 515 Plus Show Notes Role-based portfolio … [Read more...]
514 Plus: March 2025 Investment Strategy Commentary
In Plus episode 514, we review what happened with financial markets and the economy, where we are now, and where we are heading. We explore the potential impact of U.S. tariffs and other fiscally restrictive policies on the economy, corporate earnings, and currencies. We review a long-term performance attribution, model potential scenarios, and review the best and worst-performing stock markets last month. Become a Member If you would like to listen to this episode of Money For the Rest … [Read more...]
512/513 Plus: Exiting MCI and Comparing Conservative Fixed Income Options
In Plus episode 512/513, David discusses why he sold his position in the Barings Corporate Investors Fund (MCI). We also compare the yields and tax rules of U.S savings bonds, nominal Treasuries, zero coupon bonds, TIPS, CDs, fixed annuities, and municipal bonds. Become a Member 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. Learn More About Membership Options » 512/513 … [Read more...]
U.S. Small Cap Value Comparison, Bitcoin ETF Performance, and New Money Market ETFs
In Plus episode 511, we discuss differing performance among U.S. small-cap value ETFs. We see if Bitcoin ETFs accurately track underlying Bitcoin. Finally, we analyze two new money market ETFs by iShares. Become a Member 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. Learn More About Membership Options » 511 Plus Investments Mentioned Vanguard Small-Cap Value ETF … [Read more...]
510 Plus: February 2025 Investment Conditions Commentary
This week on Plus episode 510, we review financial market returns, economic trends, asset class valuations and explore some of the headwinds and tailwinds for financial markets in 2025. 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. Learn More About Membership Options » 510 Plus Transcript Download Transcript Welcome to Money for the Rest of Us Plus. This is the premium … [Read more...]
- « Previous Page
- 1
- …
- 4
- 5
- 6
- 7
- 8
- …
- 54
- Next Page »
