EPISODE · Nov 12, 2023 · 43 MIN
Episode 303: Personal Capital/Empower Extraction, Gold & Silver ETFs, Killing Kenny And Portfolio Reviews As Of November 10, 2023
from Risk Parity Radio · host Frank Vasquez
In this episode we answer emails from Steve, Jeff and Kenny. We discuss the complex foibles of Empower/Personal Capital portfolios and transitioning them. investing in gold and silver and tax treatments, and using the Vanguard Wellesley Fund as a model for very conservative investors.And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.Additional links:Rob Berger Video about Investing In Gold: How to Buy Gold (Without Getting Ripped Off) - YouTubeTaxation of Gold ETFs Article: How Taxes Work For A Gold ETF Or ETP Investment (etftrends.com)Taxation of PHYS Fund: Tax Information - Physical Gold Trust (sprott.com)Yahoo version of Article re taxation of gold ETFs: How Taxes Work For Gold ETF & ETP Investments (yahoo.com)Taxation of Section 1256 Contracts: Section 1256 Contract: Definition and Tax Rules (investopedia.com)Vanguard Wellesley Portfolio: VWIAX – Portfolio – Vanguard Wellesley® Income Admiral™ | MorningstarRisk Parity Chronicles: Risk Parity ChroniclesSupport the show
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What this episode covers
In this episode we answer emails from Steve, Jeff and Kenny. We discuss the complex foibles of Empower/Personal Capital portfolios and transitioning them. investing in gold and silver and tax treatments, and using the Vanguard Wellesley Fund as a model for very conservative investors. And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio. Additional links: Rob Berger Video about Investing In Gold: H...
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Episode 303: Personal Capital/Empower Extraction, Gold & Silver ETFs, Killing Kenny And Portfolio Reviews As Of November 10, 2023
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