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

EPISODE · Oct 13, 2022 · 30 MIN

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

What this episode covers

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

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

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Frequently Asked Questions

How long is this episode of Risk Parity Radio?

This episode is 30 minutes long.

When was this Risk Parity Radio episode published?

This episode was published on October 13, 2022.

What is this episode about?

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...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

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