Mark speaks with Gary about building an equity portfolio, highlighting diversification away from the Magnificent 7 and market-cap-weighted indices, utilizing factors like quality, earnings, dividends, momentum, and currency hedges.
Episode 12: Mark tackles the taboo topic of Long Term Care Insurance and ways you could protect your spouse and your retirement assets without paying those expensive monthly premiums.
Mark tackles the taboo topic of Long Term Care Insurance and ways you could protect your spouse and your retirement assets without paying those expensive monthly premiums.
Mark talks about tariffs and other reasons for the global market sell off.
I make the argument that the tariff announcements on Liberation Day were the straw that broke the camel's back, and the market was already selling off.
I discuss how funds often act alike when you want them to do different things to help diversify your portfolio.
Financial planning and investment advisory services offered through Financial Resources Group, LLC, a registered investment advisor
Mark talks with Gary about ways to save money on taxes and Manager Tenure.
Mark discusses how many prospects could be unaware of the risk they are taking. See for yourself with his complimentary stress test and change to win a $100.00 gift card.
Investment Weighting: What is the proper mix and are you taking on more risk than advertised?
Mark shares the pitfalls of owning bonds with listeners and why they may not be as safe as they thought. More importantly, why weren't they shown these risks.
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