In Plus episode 341, we review current investment conditions including inflationary pressures. David provides an update on a recent portfolio change. We discuss why equity return assumptions were increased 0.4% from last week's release. Finally, we follow up on the progress of the Strategy Shares Nasdaq 7 Handl™ ETF (HNDL). … [Read more...]
219 Plus: A New ETF, Realizing Gains, Money Market Funds and an Automated Investment Service
This week September 1, 2018, we look at a new levered ETF geared toward retirees in the distribution phase. We explore the timing of exercising options for a member who has the majority of his net worth in his former employer's stock. We evaluate the risk of money market mutual funds. Finally, we look at Transamerica PortfolioXpress, an automated asset allocation and rebalancing service for defined contribution plans. … [Read more...]