In Plus episode 237 for the week of January 26, 2019 we evaluate a money manager and recommended portfolio for a recently widowed 85 year old. We answer a member's questions regarding how much risk is he taking in overweighting U.S. stocks, with investing in long-term insured municipal bonds and participating on the Yield Street platform. Finally, we explore the value of water rights in an era of climate change. … [Read more...]
192 Plus: Direct Indexing, Water Investing and a Money Manager Review
This week February 17, 2018 on Money For the Rest of Us Plus, we evaluate a money management firm a member is considering. We look at the pros and cons of Wealthfront's Direct Indexing strategy where they hold individual stocks versus ETFs for the U.S. equity allocation. We look at options for water investing. Finally, we look at why it is important not to over allocate to one specific crowdfunding investment platform, such as Peer Street. … [Read more...]