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

from Risk Parity Radio · host Frank Vasquez

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

Episode metadata supplied by the publisher feed · Published Oct 13, 2022

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

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This episode was published on October 13, 2022.

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