RBS 140: How Does Your Investment Advisor Compare To A 3-Fund Portfolio
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So you've been using an investment advisor to manage your investments. They have your money in 10, 15, 20 or even more funds! And you start to wonder just how the performance of this absurd portfolio compares to a simple, 2, 3 or perhaps 4 fund portfolio.Here's how to evaluate your advisor's portfolio with a free tool.Join the newsletter: https://robberger.com/newsletter/?utm...
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Published 11/25/24
Welcome to the first episode of Five Question Friday (FQF). I'll answer five questions from past live shows that we didn't get to. Today, we're covering the following questions:1. Is the 6% Rule on Lump Sum vs Pension Reasonable?2. What will my stock/bond allocation be when I reach 65?3. How do...
Published 11/22/24
Published 11/22/24
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