Joining Me Now Ep. 6: Diversification & Tax-Efficient Investing

from New Focus on Wealth with Chad Burton · host New Focus on Wealth

On this episode of Joining Me Now, Rob and Chad discuss what it means to invest in the S&P 500. Chad notes how tech-heavy and less diversified the index is than ever before. Next, Rob moves on to discuss portfolio diversification where Chad mentions how over the last 15-20 years, globally diversified portfolios have outperformed those that are not internationally diversified. Chad mentions the value found in international markets. Rob and Chad move on to discuss portfolio projects for retirement and tax-efficient investing. Chad notes that exposure to small-cap and high turnover funds should be held in retirement accounts to avoid the tax bill that comes from capital gains from those funds. Email your money question to [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.comSee omnystudio.com/listener for privacy information.

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New Focus on Wealth with Chad Burton, CFP®

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Joining Me Now Ep. 6: Diversification & Tax-Efficient Investing

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This episode is 38 minutes long.

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This episode was published on January 26, 2022.

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