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Episodes by Topic: Portfolio Management
Investment Considerations: Bonds and Inflation
Mark Elam, Senior Investment Strategist at Ronald Blue Trust, joins Mike to discuss some important considerations to think about regarding your investments. They answer four listener questions:
- Is it hard to create my own portfolio of stocks, ETFs, and Mutual Funds?
- Is there a significant difference between owning a grouping of bond funds or owning a bond portfolio?
- Considering recent legislation and the concern of rising inflation, should I be more conservative in my investments?
- A couple currently in their mid-70s has their portfolio at 50% stocks and 50% in mutual funds. Is that reasonable?
Dealing with Inflation
Before diving in to inflation, Mike offers some advice on shopping for a financial advisor: questions to ask and resources to use to check the portfolio they are showing you
Mike then answers questions regarding inflation, such as:
- How has inflation affected things like buying a car?
- How does inflation affect investments? Your lifestyle?
- Typically, people only look at the risk of volatility when considering a stock, but they forget that is a temporary risk. Another, more important consideration is the loss of purchasing power. How does inflation affect this?
- What is the importance of rebalancing your portfolio?
He also discusses ways to deal with inflation:
- Reduce and pay off debt.
- Give appreciated assets instead of cash.
- Stay in stocks, but keep diversified as well.
To read the latest Economic Review mentioned in this program, click here.
Listen to the EpisodeGovernment and the Economy
Mark Elam, Senior Investment Strategist at Ronald Blue Trust, joins Mike to discuss how projected policies of the new administration may affect our economy.
Questions answered include:
- How does the makeup of congress affect the economy?
- Does all of this stimulus money drive inflation up?
- It seems the US Dollar is getting weaker in the global economy, is that a cause for concern?
- What about investing in things like gold?
- Is there a bubble in the stock market? How does diversification help stabilize a portfolio in a stock bubble?
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