Today I explain asset classes and what will happen to REIT’s when the S&P 500 adds real estate as a sector this September. I also discuss the probable rate hike from the feds and why we could see some volatility if they don’t. Other topics today include:

• How to continue charitable donations after death
• What to do when you only have bad 401k choices

 

Don’t forget to sign up for our 10 Pillars of Retirement Income Planning seminar on Thursday, June 16th 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!

 

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.