In Plus episode 462, we review why one might want to buy an immediate annuity to help fund retirement expenses. We consider the Cohen & Steers Closed End Opportunity Fund (FOF). Finally, we discuss using an ETF to speculate on currencies. 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 » 462 Plus Investments … [Read more...]
301: Use Caution with Alternative Investments
How alternative investment opportunities, such as venture capital, private equity, real estate and real assets, are increasing for individuals. Why these opportunities differ from what is available to institutional investors and how to evaluate them like a pro. Alternative investments are a private investment vehicle. You can learn more about investment vehicles in this guide. Topics covered include: Show Notes Alternative Assets and the “Average” Accredited Investor … [Read more...]
276 Plus: November 2019 Portfolio Review and the Presidential Cycle
In Plus episode 276 for the week of November 8, 2019 we take a look at what David is considering in his portfolio in light of investment conditions. We also review how stocks perform during different years of the U.S. presidential cycle and why the third year (i.e., this year) tends to be the best performing. … [Read more...]
