Investment Goals & Rebalancing Your Portfolio

Things You Don't Know About Target-Date Retirement Funds

During this show we will be discussing the following topics: What is a target-date retirement fund? Can two target-date retirement funds be better than one target-date fund? If you buy a target-date retirement fund is it a set-it-and-forget it investment strategy? Are two target-date funds the same just because they have the same target date?

Investment Goals & Rebalancing Your Portfolio

During this show we will be discussing and answering the following questions: Why are you investing? Are you setting realistic investment goals? Do you know the rate of return you need to earn on your investments to reach your financial goals? Do you know how much risk you need to take with your investments? How do you make portfolio rebalancing decisions? Do you get emotional about your money when you have to make investment decisions?

Investment Mistakes That You Can Easily Avoid

During this show we will be discussing following questions and topics: How many investment mistakes are you making with your investments? How much diversification do you need in your portfolio and is there such a thing as too much or too little diversification? Do you know how much you're paying in total investment costs and fees, including any advisor fees? Is it a good idea to hire multiple financial advisors?