Diversified Investing Retirement Accounts and Rebalance Listener Questions

We love getting your questions.

Kai from Norway started investing in mutual funds and is looking into REITs. Doug gives the caveat of non-Americans investing in U.S. ETFs.

Matt works in NYS, has savings, he and his wife max out their retirement savings and have a great household income. He wants to know where else to invest.

Gary only has investments and cash savings. Is there a way he can take advantage of market returns while still having a nice cushion of cash?

Justin has a stock that went down 60%. What are the things to consider when keeping or selling a losing stock?

Nora wants to know when is the best time to rebalance a portfolio.

Don has concerns about equal weighting in indexes.

 

Our show sponsors

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

health iq sponsor of money tree investing podcast

 

Today’s Panelists

Linda P. Jones | Be Wealthy and Smart
Doug Goldstein | Profile-Financial.com
Joe Saul-Sehy | Money in the Morning
Miranda Marquit | Planting Money Seeds

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode

 

About our sponsor, BUZZ Index

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

Ever wonder if there were a way to capitalize on all of that online chatter made by millions of investors on social media? Well, your wait is over, because now advances in Artificial Intelligence and Natural Language Processing technologies are at your fingertips…. even if you personally don’t use social media! The BUZZ Index, licensed to an exchange traded fund and trading under ticker symbol BUZ, provides investors with a portfolio of securities that delivers a basket of large cap U.S. equities exhibiting the highest degree of positive investor sentiment. No surveys. No guessing. BUZ only tracks what’s volunteered – and if you ARE online, you know that a lot of information is volunteered: millions of posts, comments and blogs are analyzed each month!

Here’s how it works: First, BUZZ targets the most mentioned large cap U.S. stocks across the Social Media landscape. The more active the conversation, the greater the reliability of the BUZZ.

Each of the most-mentioned stocks is then given an insight score based on BUZZ’s proprietary analytics and the 75 stocks with the most Bullish scores are included in the Index. Each month the BUZZ is tracked to capture the latest Big Data driven insights and then the 75 companies with the most Bullish scores are selected, positioning BUZZ to capture the highest return potential.

Invest in the wisdom of crowds. Visit MoneyTreePodcast.com/BUZZ for more information.

 

About our sponsor, Health IQ

health iq sponsor of money tree investing podcast

HealthIQ is a sponsor of the Money Tree Investing Podcast.

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Head over to HealthIQ.com/moneytree and see if you qualify, based on your overall wellness.

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