How can you make sure your money lasts? Host, Ron DeLegge interviews Laurence B. Siegel about spending rules for retirees. Siegel is Director of Research at the CFA Institute Research Foundation in Charlottesville, VA. Also covered in this episode are investing strategies from the May 2015 issue of the ETFguide Profit Newsletter and how to implement your investment portfolio’s margin of safety. Follow us on Twitter @ IndexShow
In this episode, Host Ron DeLegge does a Portfolio Report Card for HB in Houston, TX. She's 49 yrs old and has a Roth IRA, Traditional IRA, and a taxable brokerage account valued at $420,000 retirement plan. Does she pass or fail? To get your investment portfolio analyzed & graded by Ron go to PortfolioReportCard.com Follow us on Twitter @IndexShow
In this episode, Host Ron DeLegge does a Portfolio Report Card for T.R. in Mansfield, TX. They are a married couple in their late 40s and they have their money invested in 26 mutual funds, 7 closed-end funds, and 2 ETFs. Want to have your investments analyzed & graded? Go to PortfolioReportCard.com to get started.
What's better a total market approach or the S&P 500? In this episode, Ron DeLegge tells you. Also, program guest Brian Jacobs @ Direxion Investments shares ideas on how to ramp up your investment portfolio's strategy. Finally, last minute tax cutting tips for procrastinators. Don't forget to get your portfolio analyzed and graded by Ron. Go to PortfolioReportCard.com. Follow us on Twitter @IndexShow
In this episode, Host Ron DeLegge does a Portfolio Report Card on a 401(k) plan valued at $294,439 for 60-yr old KE from Austin, TX. She owns 9 mutual funds and has six more years to go before retirement. How does her portfolio do when it comes to cost, diversification, risk, taxes, and performance? Find out.
