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. … [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: What are alternative investments and how are they structured. What are 5 factors … [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...]
