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It's that time of year again when investors should think about rebalancing their portfolios.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Easily one of the most common questions we've been getting is whether or not the down market makes it a good time to rebalance? As I usually like to say, it depends :)
Have a money question? Email me here.
Please leave us a rating or review in Apple Podcasts.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Knowing when and how to rebalance is an essential part of managing a portfolio. But it's not as easy as it sounds, hence the latest call from Eric in Texas.
Have a money question? Email me here.
Please leave us a rating or review in Apple Podcasts.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
This week we start things off with Eric from Texas. Active duty Air Force, Eric appears to have the need…the need for speed! You’ll hear what I mean. But Eric also wants to know if he should be rebalancing his retirement account, and if so, how?
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Have a money question? Email me here.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Was the fourth quarter of 2018 just a bad dream for investors? It sure looks like it now. With just two trading sessions left in the month, the S&P 500 is on track to close out the first four months of the year with its best results in 32 years (1987), has rallied more than 20 percent from the December lows, and has also bested its previous all-time high!
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PS reminder: If you enjoy the radio show, please subscribe to our podcast, Better Off. It's very similar to the radio show and you'll hear more personal finance calls with our awesome listeners.
We started this week off with Robert in St. Louis, a long-time civil servant who is approaching retirement and is a bit concerned about his asset allocation. Should he rebalance?
Next up was Meredith from South Carolina. She's only in her 30s, yet Meredith wanted to know how to best protect assets when approaching retirement. Fascinating question from a person still many, many years from retirement.
We've been getting bombarded with emails so we finished up hour one answering as many as possible.
As the #MeToo movement sweeps across the world, it’s time for employers to address the issues of sexual harassment, workplace inequality and the gender wage gap.
After recently interviewing two experts in their respective fields, Leigh Gallagher from Fortune and author Jack Myers, here are some key ideas and trends that will help push the movement in the right direction:
Let’s stop with the talk and move to action mode...it’s way past time to address these issues.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Treasury Secretary Mnuchin did not cause the recent dollar dive. His remarks
(“Obviously a weaker dollar is good for us as it relates to trade and opportunities”) at
the World Economic Forum in Davos were surprising, because government officials have
historically not been willing to acknowledge that when the value of the dollar falls, it
makes US exports cheaper. The result can be good for US manufacturers and can also
improve the trade balance.
