Portfolio rebalancing strategies

Best Practices for Portfolio Rebalancing

Designing a portfolio that meets your needs can be a challenge. Not only do you need to select investments to meet your return objectives, but also manage how much risk you take. Also, you need to actually implement those decisions, select the most appropriate products or individual securities in accordance with your asset allocation, and purchase them in the most … Read more

Risks and Rewards of Vacation Rentals and Real Estate Investing

Cubert from AbandonedCubicle.com shares his plans for using real estate, including AirBnB and VRBO vacation rentals, on his path to financial independence at the age of 46. Is it worth the risk? Plus, the fellas answer your questions about real estate investing: will it help you minimize taxes in a high tax state? And how can you avoid capital gains … Read more

Guest:  Cubert Cubert, AbandonedCubicle.com

Podcast #188

What You Need to Know About Social Security and Making Money

Social Security and Making Money: Today we’re answering your questions on how working, collecting a paycheck, or investing during retirement might affect your Social Security benefits. Plus, some call her the “Goddess of Social Security”: InvestmentNews contributing editor and nationally recognized Social Security expert Mary Beth Franklin joins Big Al to go over the basics of Social Security, as well … Read more

Guest:  Mary Beth Franklin mary beth franklin

Podcast #185

What is Portfolio Diversification?

Many established investors are familiar with the advantages of portfolio diversification, although those relatively new to investing may ask themselves, “What is portfolio diversification?”

Like many things in life or in finance, portfolio diversification is easier to understand than to implement effectively. Investors often make mistakes that can prove costly and impede their long-term financial goals.

You’ll learn from this … Read more

Benefits of Rebalancing Your Portfolio

Many investors diligently save a portion of their income over extended periods of time. They also put a significant amount of effort into deciding which investments are appropriate for their needs. They potentially watch programs in the financial media, subscribe to publications, chat with their friends at the water cooler, and maybe even hire the services of a professional … Read more

Why Portfolio Management is Important

All the investments you hold together make up your portfolio. This can include a variety of asset classes. Two individuals with different investment objectives are likely to have large differences in their portfolio – this isn’t all that surprising. Unexpectedly, people with similar investment objectives often have substantially different portfolios due to differences in style of management and the types … Read more

Jason Thomas

Your 2018 Taxes: 10 Ways to Prepare and Save

2018 taxes will be very different than previous years. We’ve got 10 ways to make sure you’re properly prepared, and perhaps even reduce your 2018 tax burden. Plus, we talk about the benefits of Roth IRAs quite a bit – when might Roths be WRONG for you? And is it nuts to go with CDs in a traditional IRA?


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Podcast #183
Portfolio Rebalancing: Benefits and Best Practices

Portfolio Rebalancing: Benefits and Best Practices

What are the best practices for portfolio rebalancing and what are the benefits of rebalancing your portfolio of investments? Senior Financial Planner Jack Dugan, CFP® from Pure Financial Advisors explains.


Today’s topic is rebalancing your portfolio. And if we’re going to talk about rebalancing a portfolio, we’re assuming you have a balanced portfolio to start with. Well, what exactly … Read more

Jack DuganJack Dugan

How to Cure the Investing Disease of Fear and Greed

Morgan Housel (Collaborative Fund, former Wall Street Journal and Motley Fool) offers practical ways to determine your actual risk tolerance and perhaps help avoid the investing disease of fear and greed. And, listen to find out where you fall on Morgan’s spectrum of financial dependence to financial independence. Plus, should you invest in a hybrid fixed indexed annuity? Is an … Read more

Guest:  Morgan Housel

Podcast #182

Are More Trump Tax Cuts and Big 401(k) & IRA Changes On the Way?

ANDI’S PODCAST SURVEY (has now ended!) On Friday, August 17th, 2018, we’re giving away a $100 Amazon gift card! To enter for your chance to win, take my 5-minute survey and let me know what you think about the Your Money, Your Wealth® podcast. What financial topics matter most to you? What are your favorite parts of the podcast? What Read more

Guest:  Meb Faber Meb Faber

Podcast #181

Why Do You Need to Understand Financial Markets?

Marc Levinson, author of The Economist Guide to Financial Markets: Why They Exist and How They Work explains how understanding financial markets can help you make fewer investing mistakes and improve everything from your home to your job to your portfolio. Plus, what does Tax Reform 2.0 have in store for us? What to do with a few extra bucks … Read more

Guest:  Marc Levinson Marc Levinson

Podcast #180
How to prepare for the next bear market

How to Prepare for the Next Bear Market

What is a bear market? What are the causes of a bear market? Pure Financial Advisors’ Director of Research, Brian Perry, CFP® answers these questions and goes over the history of bear markets and their recovery times. Brian explains why bear market predictions are so difficult to make and offers some bear market investing strategies.

For Brian’s Comprehensive Guide to … Read more

Brian PerryBrian Perry