Portfolio Talk With Ron Delegge

A $200, 598 Retirement Plan Stuck in Neutral

Ron DeLegge does a Portfolio Report Card for J.W. in Nashville, TN. Does his investment plan PASS or FAIL? Here’s some background on him: He’s 48 years old, he’s married, and he works in the healthcare field. His 403(b) plan is worth $204,899, it contains 18 mutual funds and he’s saving around $12,500 annually. Ron looks J.W.’s cost, risk, diversification, tax-efficiency, and performance.

Get $100 if your Portfolio Report Card is an “A”

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