This week July 29, 2017 on Money For the Rest of Us Plus we compare the example ETFs on Money For the Rest of Us. We briefly look at Howard Marks' view of market conditions and discuss how the model portfolios would be adjusted if conditions deteriorated. Finally, we address the steps an investor should take if they are feeling overwhelmed with too many accounts and aren't sure where to start. … [Read more...]
160 Plus: Bitcoin, Ethereum and Should We Buy Stocks Now
This week June 10, 2017 on Money For the Rest of Us Plus we discuss model portfolio alternatives for the Vanguard and Fidelity platforms. We look at retirement investment asset size relative to the overall U.S stock and bond markets. We review recent developments with Bitcoin and explore what Ethereum is. Finally, we look at the decision process for whether to invest new money in the stock market at present. 160 Plus View and Listen To Other Plus Episodes Audio Download Download … [Read more...]
157 Plus: Unanticipated Retirement Expenses, Aggressive Portfolios and KYN
This week May 13, 2017 on Money For the Rest of Us Plus we look at some large retirement expenses that sometimes get overlooked. We revisit David's recent decision to reduce his exposure to the Kayne Anderson MLP Investment Company. Finally, we discuss why the Aggressive Model Portfolio is not more aggressive in terms of stock exposure. … [Read more...]
MNY105 Plus: Expected Stock Returns and Activist Investing
This week on Money For the Rest of Us Plus we review McKinsey Global Institute's recent report on expected stock market returns and compare it to the return assumptions on the Hub. We also look at how successful activist investors have been in their quest to boost returns by initiating changes in strategy and management in their target companies. Finally, I answer some follow up questions on implementing model portfolios. The episode length is 18 minutes. … [Read more...]
