I open today’s show by giving my take on how MSCI deciding against the inclusion of mainland shares in the Chinese index, a potential bond trap stemming from Brexit and some positive light on extremely volatile mortgage REITs among other Wall Street stories affect your portfolio. Yesterday’s discussion about Roth IRA conversions comes up again while responding to a couple questions about Roth conversions in kind and converting from a 401k to spread out taxes. James from Piedmont calls with some concern about the future of telecom and utilities P/E rates. Other topics today include:

• Indexed life insurance presenting a prime example of why better regulations for financial advisors are needed
• Umbrella insurance
• The proper way to title a home in California
• How to buy insurance on a stock portfolio without constantly buying Puts
• What to do with safe money when you choose to work past retirement age

 

There's still time to sign up for this Thursdays 10 Pillars of Retirement Income Planning seminar at Double Tree by Hilton in Burlingame. Rob Black, Michelle Lerman and I will share investment ideas and estate planning mistakes to avoid that will help you live well for decades. Registration is only $5 so click HERE to sign up or email me for the free code to get in!

 

Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.