In this video episode, Host, Ron DeLegge @ ETFguide examines a major investment trend of 2016: Boring stocks are blowing away the performance of sexy, over-hyped companies like Netflix, Tesla, Twitter, and Workday. In case you missed it, the performane advantage of boring over sexy is signficant... Read More
In this episode, Host, Ron DeLegge, Chief Portfolio Strategist @ ETFguide does a full-body examination on a doctor's retirement portfolio and discovers significant health problems. The Portfolio Report Card is for BDD in Ft. Worth, TX. He’s a 55 year-old physician with a 403(b) retirement plan... Read More
A financial advisor's job is to help their clients to maximize gains while minimizing cost and taxes. In this episode, Host, Ron DeLegge, Chief Portfolio Strategist @ ETFguide shows how one advisor built portfolio flunks. Ron does a Portfolio Report Card for PLR in Medley, FL. They recently became... Read More
How much money can you pull from your retirement plan without depleting the principal? In this episode, Host, Ron DeLegge, Chief Portfolio Strategist @ ETFguide talks with Ron Surz, President @ PPCA, Inc. about what you can do to make sure your money doesn't run out. Also covered is the long held... Read More
Congratulations, you hired a financial advisor! But how do you know if your advisor is helping you to reach your financial goals or serving their own interests? In this episode, Host, Ron DeLegge, Chief Portfolio Strategist @ ETFguide talks with Ron Surz, President @ PPCA, Inc. about the yardsticks... Read More
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