Ramping up your portfolio with Brian Jacobs @ Direxion Investments + Last minute tax cutting tips
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
Portfolio Report Card: A $294,439 Retirement Plan with a Taxing Problem
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.