• Two Out of Three Isn't So Good

  • Aug 6 2014
  • Length: 54 mins
  • Podcast

Two Out of Three Isn't So Good

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  • Summary

  • Traditional portfolio planning often concentrates on the proper balance between tolerable risk and desired returns. Rational investors accept that higher portfolio returns require commensurately higher assumptions of portfolio risk. Unfortunately, such traditional portfolio thinking possesses at least two significant flaws. We'll talk about these two omissions and what you need to do to cultivate your portfolio. The kids are getting ready to head off to college. If you have a college student or a soon-to-be college student, you've no doubt wondered how the financial aid system really works. Wayne will tell you just that and more importantly how to protect yourself from those advisors who say their products can increase your aid eligibility. You've always had to be careful when rolling money from one retirement account to another. A new court decision means you have to be doubly so. We'll discuss the proper way to do a rollover so you don't get stuck with a big tax bill.
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