Artwork

Contenido proporcionado por Grant Bledsoe. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Grant Bledsoe o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Player FM : aplicación de podcast
¡Desconecta con la aplicación Player FM !

Ep #218 - How to Rebalance Your Portfolio for 2024

28:37
 
Compartir
 

Manage episode 398455539 series 3268443
Contenido proporcionado por Grant Bledsoe. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Grant Bledsoe o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

This week’s episode of Grow Money Business is all about your investment portfolio. Going into 2024, this is an opportunity to rebalance your portfolio and think about whether your asset allocation is right for you. Join us as we dive into how to rebalance your portfolio, target bonds, exchange-traded funds vs. mutual funds, and more.

[03.40] Rebalancing – Grant explains the importance of balancing your investment portfolio.

[10.28] Personal priorities – Grant describes how to reassess personal priorities and the importance of having a professional to guide you through them.

[15.00] Target bands – Grant explains target band rebalancing.

[24.00] ETF – Grant explains the difference between exchange-traded funds and mutual funds.

Resources

What’s the Optimal Rebalancing Strategy?

nasdaq.com/articles/white-paper%3A-whats-the-optimal-rebalancing-strategy-2021-08-02

See how tax-smart asset location can potentially help improve after-tax returns

https://www.fidelity.com/viewpoints/investing-ideas/asset-location-lower-taxes

  continue reading

100 episodios

Artwork
iconCompartir
 
Manage episode 398455539 series 3268443
Contenido proporcionado por Grant Bledsoe. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Grant Bledsoe o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

This week’s episode of Grow Money Business is all about your investment portfolio. Going into 2024, this is an opportunity to rebalance your portfolio and think about whether your asset allocation is right for you. Join us as we dive into how to rebalance your portfolio, target bonds, exchange-traded funds vs. mutual funds, and more.

[03.40] Rebalancing – Grant explains the importance of balancing your investment portfolio.

[10.28] Personal priorities – Grant describes how to reassess personal priorities and the importance of having a professional to guide you through them.

[15.00] Target bands – Grant explains target band rebalancing.

[24.00] ETF – Grant explains the difference between exchange-traded funds and mutual funds.

Resources

What’s the Optimal Rebalancing Strategy?

nasdaq.com/articles/white-paper%3A-whats-the-optimal-rebalancing-strategy-2021-08-02

See how tax-smart asset location can potentially help improve after-tax returns

https://www.fidelity.com/viewpoints/investing-ideas/asset-location-lower-taxes

  continue reading

100 episodios

모든 에피소드

×
 
Loading …

Bienvenido a Player FM!

Player FM está escaneando la web en busca de podcasts de alta calidad para que los disfrutes en este momento. Es la mejor aplicación de podcast y funciona en Android, iPhone y la web. Regístrate para sincronizar suscripciones a través de dispositivos.

 

Guia de referencia rapida