Description
In the previous episode, Monterey Wealth discussed the advantages of rebalancing an investment portfolio when choosing a customized allocation. However, many participants are invested in target date funds within their retirement plans. This can lead to many questions.
What are target date funds?How does my asset allocation change over time?Do I need to rebalance the target date funds?Monterey Wealth answers all of these questions and more.
The Yen Carry Trade has become a household concept in the financial news of late. In this episode, Monterey Wealth discusses what the Yen Carry Trade is and what are some of the risk that it could cause across the global economy. www.montereywealth.com
Published 09/20/24
Monterey Wealth provides a market update while many economic changes are happening around us as we enter the Fall season. Most importantly are the likely changes to the Federal Reserve policy commencing in September as we transition to a lower interest rate environment. How does this impact the...
Published 08/30/24