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: Why Are Investment Returns So Low?
How low real interest rates contribute to low returns for stocks and other risk assets. How real interest rates are determined. In this episode you’ll learn: How global stocks and bonds have performed historically.How real interest rates are predictive of asset class returns.How real interest rates are determined.Why low real rates suggest asset class returns will continue to be low. Show Notes NACUBO-Commonfund Study of Endowments Credit Suisse Global Investment Returns … [Read more...]
MNY122 Plus: Reconciling Different Market Views and Target Date Funds
This week on Money For the Rest of Us Plus we look at negative market outlooks from Crestmont Research and Real Vision TV and explore how to reconcile those bearish views with neutral investment conditions that suggest investors should keep their asset allocation in line with their long-term targets. We also look at target date funds and what to look for when investing in them. The episode length is 23 minutes. … [Read more...]
