A new breed of ETFs called “relative weight” funds are on the rise. How do they work and why should you care? In this episode, Ron DeLegge @ ETFguide analyzes relative weight ETFs along with an actual case study of how to use them. ETF ticker symbols discussed in this episode include SSO, EFZ, RWUI and others. #Indexing #ETF #RelativeWeight
Portfolio Makeover: A $686k retirement plan with a taxing problem
In this episode of Portfolio Makeover, Ron DeLegge @etfguide examines a $686k 401(k) retirement account for T.B. She’s single, 63-years old and from Tuscon, AZ.
March 22, 2023
