In this episode, Ron does a Portfolio Report Card on a $1 million investment account for M.R. in New York. Find out if his portfolio PASSES or FAILS. Latin American stocks are HOT and Ron shares the ETF tickers that are rising. Finally, Ron reads from Chapter 7 of his book "Gents with No Cents." To get your IRA, ROTH IRA, or 401(k) analyzed and graded by Ron get in touch with him: http://www.PortfolioReportCard.com To enroll in Ron's online classes start here: https://www.udemy.com/user/ronald-delegge/?src=sac To read "Gents with No Cents" @ Amazon.com http://www.amazon.com/Gents-No-Cents-Ron-DeLegge/dp/0984719903/ref=wl_it_dp_o_npd?ie=UTF8&coliid=IOQDYJTD6G2AS&colid=2EZQB81ZPB86Y
In this episode, Host Ron DeLegge talks ETF investing with program guest Eric Balchunas, an ETF analyst @ Bloomberg and Author of a new book titled, "The Institutional ETF Toolbox." Also, Ron does a Portfolio Report Card for J.P. in Gulfport, MS. He has a $477,000 investment portfolio and is concerned about whether his portfolio is making financial progress. Follow Ron on Twitter @IndexShow --Join Ron DeLegge's Investing Club @ ETFguide today: etfguide.com/investment-advice --Enroll in Ron's online workshops @ Udemy.com: www.udemy.com/user/ronald-delegge/?src=sac --Get a FREE Portfolio Report Card analysis: www.portfolioreportcard.com/
In this episode, Ron DeLegge does a Portfolio Report Card for a 62-year old listener in Boulder, CO (USA) with a $1.1 million retirement account. Ron examines the portfolio's health in five grading categories and assigns the portfolio a final grade of A, B, C, D, or F. Looking for affordable investment advice? --Join Ron DeLegge's Investing Club @ ETFguide today: etfguide.com/investment-advice --Enroll in Ron's online workshops @ Udemy.com: https://www.udemy.com/user/ronald-delegge/?src=sac --Get a FREE Portfolio Report Card analysis: http://www.portfolioreportcard.com/
You don't need to be a CPA or accountant to appreciate the importance of minimizing taxes. And in this episode, Ron shares tax-shrewd investing tips and crucial steps to reduce the negative impact of taxes on your net worth. Also included in this episode are the different types of investor personalities from Ron's 4.5 star rated book "Gents with No Cents" that will help you to better understand where you fit in. Looking for affordable investment advice? Join Ron DeLegge's Investing Club @ ETFguide today: https://etfguide.com/investment-advice
Does being a great saver make you a great investor? In this episode, Ron assassinates sacred cows by showing you why saving more money isn't necessarily the answer to your financial/investment problems. Ron does a Portfolio Report Card on BB's $1.23 million. Looking for affordable investment advice? Join Ron DeLegge's Investing Club @ ETFguide today: https://etfguide.com/investment-advice
