Portfolio Report Card: Is this $408,410 SEP IRA a Well-Built Investment Portfolio?

In this episode of the Portfolio Report Card, Ron DeLegge, Founder @ETFguide examines and grades a $408,410 retirement portfolio held in a pair of SEP IRAs for K.E. in Palm Springs, CA. Is this a well-built investment portfolio or not? K.E. is a married couple that plan to retire in 12 years. Are they ready? …

Portfolio Report Card: Is this $408,410 SEP IRA a Well-Built Investment Portfolio? Read More »