In this episode we answer emails from Sue, Vern and Rene.  We discuss revocable trusts, where and where not to get them and why or why not you might want one, the mechanics of rebalancing and drawing down on a portfolio with multiple accounts, and the differences between various small cap funds like IJR, IJS, IJT and VIOV.<a rel="payment" href="https://www.riskparityradio.com/support">Support the show</a>

In this episode we answer emails from Sue, Vern and Rene. We discuss revocable trusts, where and where not to get them and why or why not you might want one, the mechanics of rebalancing and drawing down on a portfolio with multiple accounts, and the differences between various small cap funds like IJR, IJS, IJT and VIOV. Support the show

In this episode we answer emails from Sue, Vern and Rene.&nbsp; We discuss revocable trusts, where and where not to get them and why or why not you might want one, the mechanics of rebalancing and drawing down on a portfolio with multiple accounts, and the differences between various small cap funds like IJR, IJS, IJT and VIOV.<a href="https://www.riskparityradio.com/support" rel="noopener noreferrer">Support the show</a>

Episode 212:  Revocable Trusts, Portfolio Management And Small Cap Funds

Risk Parity Radio is a podcast about investing located at www.riskparityradio.com.&nbsp; RPR explores risk-parity style portfolios comprised of uncorrelated or negatively correlated asset classes -- stocks, selected bonds, gold, managed futures, and other easily accessible fund options for the DIY investor.&nbsp; The goal is to construct portfolios that are robust and can be drawn down on in perpetuity, and to maximize projected Safe Withdrawal Rates regardless of projected overall returns.

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Risk Parity Radio is a podcast about investing located at www.riskparityradio.com.  RPR explores risk-parity style portfolios comprised of uncorrelated or negatively correlated asset classes -- stocks, selected bonds, gold, managed futures, and other easily accessible fund options for the DIY investor.  The goal is to construct portfolios that are robust and can be drawn down on in perpetuity, and to maximize projected Safe Withdrawal Rates regardless of projected overall returns.

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Episode 212: Revocable Trusts, Portfolio Management And Small Cap Funds

Episode 212: Revocable Trusts, Portfolio Management And Small Cap Funds

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