In Plus episode 421, we revisit a situation from Episode 389 in which a member was interviewing investment advisors to see what he decided to do. We also compare DoubleLine's new DoubleLine Opportunistic Bond ETF (DBND) to other ETFs and mutual funds the firm offers. 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 » 421 … [Read more...]
343 Plus: Mid Month Update, Adaptive Model Portfolio Changes, and Preferred Stocks
In Plus Episode 343, we review the latest data including Federal Reserve minutes and Japan's economic challenges. We discuss the recent adaptive model portfolio changes, the new holdings, and the rationale for the changes given the increased risk of higher inflation. Finally, we review why preferred stocks have tended to outperform bonds during periods of rising interest rates. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do … [Read more...]
