In Plus episode 470, we correct a misstatement about immediate annuities. We explore whether European stocks can be a replacement for U.S. value stocks. We analyze the Alpha Architect 1-3 Month Box ETF (BOXX), which has used an options strategy to replicate the return of Treasury bills without generating ordinary income. Finally, we consider why the U.S. and other countries have rules that limit who can invest in alternative investments. … [Read more...]
218 Plus: Are You A Stock or Bond, Accredited Investors and Treasury Bills
This week August 25, 2018, we review whether entrepreneurs should have a different asset allocation than employees with steady jobs. We review whether new accredited investors should make changes to their investment strategy. Finally, we look at whether it makes sense to purchase individual U.S. Treasury bills. 218 Plus View and Listen To Other Plus Episodes Audio Download Download the audio file Transcript Download the transcript Welcome to Money For the Rest of Us Plus. This is Plus … [Read more...]