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Episode 359 - Opportunities Abound, but Not Always for the Faint of Heart
Manage episode 411218878 series 1320079
This recent market analysis by Capital Group got our attention:
Over the last couple of years, the gap in both returns and valuations between small cap and large cap stocks has expanded against the backdrop of tighter monetary policy.
To further summarize, a well-known index is trading near a 20-year low on a relative basis versus large caps. Limiting your exposure to these assets will limit your risk, but it is always interesting to see where the opportunities might lie in our allocation strategies for the future. We believe you, too, will find it interesting as we discuss why this information could be helpful to your portfolio. Next, Heidi will discuss what retirees can do right now to reduce next year’s taxes, backed by some great quotes from our IRA tax consultant, Ed Slott. Finally, Deann will share stats that better illustrate the subject at hand.
Tune in and take control!
108 episódios
Manage episode 411218878 series 1320079
This recent market analysis by Capital Group got our attention:
Over the last couple of years, the gap in both returns and valuations between small cap and large cap stocks has expanded against the backdrop of tighter monetary policy.
To further summarize, a well-known index is trading near a 20-year low on a relative basis versus large caps. Limiting your exposure to these assets will limit your risk, but it is always interesting to see where the opportunities might lie in our allocation strategies for the future. We believe you, too, will find it interesting as we discuss why this information could be helpful to your portfolio. Next, Heidi will discuss what retirees can do right now to reduce next year’s taxes, backed by some great quotes from our IRA tax consultant, Ed Slott. Finally, Deann will share stats that better illustrate the subject at hand.
Tune in and take control!
108 episódios
Todos os episódios
×1 Episode 386 - Navigating IRS Regulations: Simplifying Complex Rules for Smart Planning 40:19
1 Episode 385 - Healthcare Planning for Retirement 34:15
1 Episode 380 - Potential Tax Policy Changes and Their Impact 38:56
1 Episode 382 - What Economic Lessons Can History Teach Us? 38:35
1 Episode 377 - Think...But Don't Overthink 39:29
1 Episode 383 - When a Roth Doesn’t Make Cents 43:28
1 Episode 376 - Key Strategies for Sustainable Retirement Income Planning 40:11
1 Episode 375 - Gifting and Rollover Strategies 44:08
1 Episode 373 - Taking Advantage of a Slowing Economy 45:09
1 Episode 372 - Positivity and Proactivity 43:19
1 Episode 371 - Mid-Year Catch-Up to the Fast-Moving Train! 39:44
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