In Plus episode 277 for the week of November 16, 2019 we look at different cash investing options. We review how to evaluate closed-end funds with a focus on recent closed-end funds David has invested in, including one that harvests the volatility risk premium. Finally, we look at how rights offerings work. … [Read more...]
264 Plus: Investing New Money and U.S. Bank Consolidation
In Plus episode 264 for the week of August 17, 2019 we look at recent updates to the Plus member website. We answer a member's question about investing $100,000 in the current market environment. Finally, we look at the ramifications of bank consolidations in the U.S. … [Read more...]
225 Plus: Additional Fixed Income Options, Investing In Private Capital and Online Security
This week October 13, 2018, we look at additional short-term fixed income options including inflation indexed bonds. We review what to look for when investing in private capital limited partnerships. Finally, we look at the risks of sharing financial accounts login information with third party personal finance apps and websites. … [Read more...]
220: Where Should You Invest Your Cash Savings?
How to evaluate cash savings options at banks, credit unions and brokerage firms. Why are yields on cash savings so much higher than a few years ago. How to tell if your bank or credit union is in experiencing financial difficulties. Photo by Brook Ward In this episode you’ll learn: How to tell if a bank or credit union is having financial difficulties.Why are yields on short-term cash equivalents higher.What tools does the Federal Reserve have to keep short-term … [Read more...]
214 Plus: Core Holdings, LIBOR, LAND and KYN
This week July 28, 2018, we review how cash and/or ultra short-term bonds can serve as a home base while investors average into other areas of the market. We review what LIBOR is and why it is going away. We analyze a REIT that invests in farmland. Finally, we discuss why David hasn't sold KYN in his portfolio. … [Read more...]
178 Plus: Retirement Allocations, MLP Update and Forecasting Errors
This week October 28, 2017 on Money For the Rest of Us Plus, we look at two types of forecasting errors for future returns. We address a member's question who is concerned about the 70% of his portfolio he says is languishing in cash and another who is considering stop limit orders. We answer a member's question regarding rental real estate and reducing exchange rate volatility. Finally, we discuss the current environment for master limited partnerships. … [Read more...]
162 Plus: Fixed Income Options, U.S. Fiscal Gap, and an Investment Advisor Portfolio Review
This week June 24, 2017, we compare bank certificate of deposits, savings accounts and short term bonds. We also review an asset allocation and portfolio review prepared by a wealth manager for a member. Finally, we look at why the U.S. fiscal gap and generational accounting is the wrong problem to worry about. … [Read more...]
138 Plus: Cash Equivalent Funds and ETFs and Key Person Risk
This week December 31, 2016 on Money For the Rest of Us Plus we look at how to analyze the various options for investing cash including money market funds, ultra short bond ETFs, near-term maturity bullet ETFs and short-term bond ETFs. We also explore to manage key person risk for investment vehicles that are highly dependent on one key individual. … [Read more...]
135 Plus: Investing Cash, Active Versus Passive, and SEC Yields
This week December 3, 2016 on Money For the Rest of Us Plus we look at why the model portfolios are a jumping off point to investing rather than a one size fits all solution. We discuss using actively managed funds to complement passive ETFs. We explore how SEC yields are calculated and how yield to maturity assumes reinvestment of interest/dividends. Finally, we look at where cash should be invested. Audio duration: 18:44 … [Read more...]
133 Plus: Balanced Funds, Crowdfunding Start Ups and Investing New Cash
This week November 19, 2016 on Money For the Rest of Us Plus we look at whether investors should consistently invest cash or wait for better market conditions. We also explore the advantages and disadvantages of balanced funds. Finally we look at how to structure a portfolio of start up companies such as on Indiegogo's new platform. Audio duration: 14:32 … [Read more...]
