Episode Details

Episode 169: Financial Services Industry Musings, Taxes, Budgeting And Our Portfolio Reviews As Of April 22, 2022

Season 2 Episode 169 Published 3 years, 8 months ago

In this episode we answer emails from MyContactInfo (x2), Chris and Karen. We discuss annuities and conflicts in the financial services industry and why efficient solutions are disfavored, tax considerations for accumulation risk parity portfolios and the joys of budgeting.

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:

Interview of Fairfax County Pension Investment Managers: 7 Allocator Series: Learnings from Fairfax County ft. Katherine Molnar and Andrew Spellar— April 6th, 2022 | Top Traders Unplugged

Monte Carlo Simulator At Portfolio Visualizer: Monte Carlo Simulation (portfoliovisualizer.com)