The Rob Berger Show

RBS 213: I Attended a Free Dinner Investment Seminar--Here's what happened.


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In this video, I share my experience attending a free dinner investment seminar. The seminar was allegedly to help investors handle volatility in the markets. Instead, it turned out to be a sales pitch for expensive, complex investing products like a leveraged options strategy.

Here are links to the resources I mention in the video:

SPIVA Report: https://www.spglobal.com/spdji/en/res...
Concentration of SP500: https://www.visualcapitalist.com/sp/v...
Vanguard Lont-Term Bond Fund: https://www.morningstar.com/funds/xna...
Paper on Tax Loss Harvesting: https://papers.ssrn.com/sol3/papers.c...

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The Rob Berger ShowBy Rob Berger

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