Episode 303: Personal Capital/Empower Extraction, Gold & Silver ETFs, Killing Kenny And Portfolio Reviews As Of November 10, 2023 episode artwork

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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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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