cover of episode Diversification Vs. Fees: What’s More Important for Retirement Investing? - 410

Diversification Vs. Fees: What’s More Important for Retirement Investing? - 410

2022/12/27
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Your Money, Your Wealth

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Is it better to choose low-cost index funds or to diversify investments, even if it means paying higher fees? What causes mutual fund price fluctuation? Are mid-cap funds necessary in a balanced portfolio? Joe and Big Al also talk about real estate funds vs. real estate investment trusts (REITs), and TIAA annuities vs. bonds in a retirement portfolio. Finally, we revisit some investing strategy questions that are still relevant in today’s volatile markets on moving to cash in tough times, analyzing your asset allocation, and rebalancing your retirement portfolio. Show notes, free financial resources, transcript, Ask Joe & Big Al On Air: https://bit.ly/ymyw-410)