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cover of episode Rebalancing, financial facts over 70, new Callan Tables and more

Rebalancing, financial facts over 70, new Callan Tables and more

2017/7/19
logo of podcast Sound Investing

Sound Investing

Shownotes Transcript

Covering a lot of ground in this podcast, Paul discusses rebalancing your portfolio, an AARP article on “What to expect in your 70s and beyond,” the new Callan Periodic Tables for U.S. Equity Investment Returns, the Lipper Performance Report for the 25 Largest Funds, and an update on his recommended portfolios at Motif …