Today on Your Money, Your Wealth® podcast 324 with Joe Anderson, CFP® and Big Al Clopine, CPA, your latest investing strategy questions answered: are gold, real estate investment trusts (REITs), international and small-cap value funds good inflation hedges? Besides the S&P 500, what sectors or asset classes should you invest in for long-term portfolio diversification? Should you buy bonds? How should an 18-year-old invest the money in a Roth 401(k)? Also, how can you get out of a non-qualified annuity? Access the transcript and financial resources, ask your money questions:
00:00 – Intro
00:37 – In Which Sectors Besides the S&P 500 Should I Invest For the Long-Term? (David, MO)
04:41 – Are Gold, REITs, International, or Small Value Good Inflation-Hedging Investments? (Rikki, NJ)
09:14 – Should I Invest in a Brokerage Account for Tax Planning Purposes? (Tim, MA)
13:58 – Should I Be Buying Bond Funds in 2021? (Brian, Albany)
21:26 – How Should an 18-Year-Old Inves in a Roth IRA? (Jane, MI)
26:54 – How Can I Get Out of My Non-Qualified Annuity? (Diane)
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IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.
• Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors….(read more)
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