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401(k) Investor Profiles, Bias, Rebalancing, The Russell 2000 Index, and a Taco Bell Retirement Community
Manage episode 430034037 series 3548148
Contenido proporcionado por Wes Moss. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Wes Moss 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.
Wes is joined today by Jeff Lloyd, Wealth Management Analyst for Capital Investment Advisors, for a special show on the road in Michigan! They discuss reversion to the mean and then cover the four main types of 401(k) investor allocation “profiles.” Wes then examines confirmation and recency bias and how rebalancing might provide a change. Then, they do a deep dive into the Russell 2000 Index, exploring companies and comparing market caps to those on the S&P 500. Finally, they pull back the curtain on a brand new Taco Bell retirement community opening in San Diego, CA.
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