In this episode of the Portfolio Report Card, Ron DeLegge, Founder @ETFguide analyzes and grades a $97,262 advisor managed Roth IRA for B.F., a married couple, in New York. What are the strengths and weakness? And how can they improve?
B.F. are balanced investors and they’re good savers. But they’re worried about their advisor’s fees and execution. Are they overpaying for financial advice? Is their advisor earning his keep? Does this portfolio pass or fail?
Using his signature Portfolio Report Card analysis, Ron DeLegge examines and grades B.F.’s Roth IRA in key areas like cost, risk, diversification, taxes and performance.
*****LINKS MENTIONED IN THIS EPISODE*****
–The template Investment Policy Statements (IPS) mentioned in this episode are included in Ron’s online class, here’s the link: https://etfguide.teachable.com/p/build-grow-and-protect-your-money-a-step-by-step-guide
–What are your portfolio’s strengths and weaknesses? Find out. Get your portfolio analyzed and graded by Ron at PortfolioReportCard.com. https://tinyurl.com/yxwmgbum
#RetirementPlanning #RothIRA #PortfolioReportCard
