In Plus episode 430, we analyze the risk and reward of combining a target date retirement fund with a small cap value allocation. We also analyze Innovator ETFs' new Premium Income Barrier outcome-based ETFs. 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 » 430 Plus Show Notes Paul Merriman Two Funds For Life Innovator … [Read more...]
204 Plus: Floating Rate Treasuries, Currency Forwards and Merriman Ultimate Buy and Hold Portfolio
This week May 12, 2018, we analyze floating rate Treasury ETF as a cash substitute. We look at how investors are supposedly locking in 3% returns using currency forward contracts, but it is unclear how they implement the strategy. Finally, we review the Paul Merriman Ultimate Buy and Hold portfolio. … [Read more...]
