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In this episode we answer emails from Uday, Rick, Anderson and Jacques. We discuss Giving Tuesday and the Father McKenna Center, new tutorials at Risk Parity Chronicles about asset swaps and wash sales, buffered ETFs and scandalous structured products, why we still love gold (a little), getting exposure to small cap value -- yada, yada, yada -- and bond ladders vs. bond funds.
Links:
Father McKenna Center Homepage: Home - Father McKenna Center
Father McKenna Center Giving Page: Donate - Father McKenna Center
Risk Parity Chronicles Asset Swap Post And Tutorials: Risk Parity Basics: Asset Swaps and the Important Wash Sale Rule (riskparitychronicles.com)
Analysis of Buffered Fund BSEP: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)
Portfolio Charts "Ingredients" Article: Three Secret Ingredients of the Most Efficient Portfolios – Portfolio Charts
Morningstar Analyzer: VEXMX – Portfolio – Vanguard Extended Market Index Investor | Morningstar
Ben Carlson Article: Owning Individual Bonds vs. Owning a Bond Fund (awealthofcommonsense.com)
Finance Buff Article: Two Types of Bond Ladders: When to Replace a Bond Fund or ETF (thefinancebuff.com)
Support the show
By Frank Vasquez4.5
270270 ratings
In this episode we answer emails from Uday, Rick, Anderson and Jacques. We discuss Giving Tuesday and the Father McKenna Center, new tutorials at Risk Parity Chronicles about asset swaps and wash sales, buffered ETFs and scandalous structured products, why we still love gold (a little), getting exposure to small cap value -- yada, yada, yada -- and bond ladders vs. bond funds.
Links:
Father McKenna Center Homepage: Home - Father McKenna Center
Father McKenna Center Giving Page: Donate - Father McKenna Center
Risk Parity Chronicles Asset Swap Post And Tutorials: Risk Parity Basics: Asset Swaps and the Important Wash Sale Rule (riskparitychronicles.com)
Analysis of Buffered Fund BSEP: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)
Portfolio Charts "Ingredients" Article: Three Secret Ingredients of the Most Efficient Portfolios – Portfolio Charts
Morningstar Analyzer: VEXMX – Portfolio – Vanguard Extended Market Index Investor | Morningstar
Ben Carlson Article: Owning Individual Bonds vs. Owning a Bond Fund (awealthofcommonsense.com)
Finance Buff Article: Two Types of Bond Ladders: When to Replace a Bond Fund or ETF (thefinancebuff.com)
Support the show

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