Day: March 24, 2015

Portfolio Talk: Grading a $381,000 Investment Plan for Z.K. in MN

In this Portfolio Talk audio episode, host Ron DeLegge analyzes and grades a $381,000 investment portfolio for Z.K. in Minneapolis, MN. He’s a 55-year real estate broker and his money is divided across two traditional IRAs and one SEP IRA. Is his portfolio structurally sound or weak? Does he pass or fail? Find out. Ron’s …

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Binocular Man Searching

Long-Term Investing: A Cautionary True Life Tale

The financial services industry’s bias toward long-term investing as the magic formula to the problems that face the individual investor is wrong and misleading. For example, illustrating unrealistic long-term time horizons of 100 or 200 years of equity returns (NYSEARCA:VTI) to prove that we should all be long-term investors is a common practice among both academicians and …

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