Episodes

The Smart Money Stayed

June 29, 2020

The Smart Money Stayed

While many bailed, index investors remained. Learn more about your ad choices. Visit megaphone.fm/adchoices Questions? Comments? Click!

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High Fees Suck You Dry

June 26, 2020

High Fees Suck You Dry

High fees and expenses are hard to justify. Learn more about your ad choices. Visit megaphone.fm/adchoices Questions? Comments? Click!

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They Shouldn't Be Certified Anymore

June 25, 2020

They Shouldn't Be Certified Anymore

All CFPs are not acting as fiduciaries Learn more about your ad choices. Visit megaphone.fm/adchoices Questions? Comments? Click!

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Absolutes Aren't Absolutely Right

June 25, 2020

Absolutes Aren't Absolutely Right

Advice can never be black and white. Learn more about your ad choices. Visit megaphone.fm/adchoices Questions? Comments? Click!

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Fees Harming Hedge Funds

June 25, 2020

Fees Harming Hedge Funds

You pay more than your get back. Learn more about your ad choices. Visit megaphone.fm/adchoices Questions? Comments? Click!

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Retirees Making Bad Choices

June 22, 2020

Retirees Making Bad Choices

Black and white investing is dangerous. Learn more about your ad choices. Visit megaphone.fm/adchoices Questions? Comments? Click!

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Insurance Investments Aren't Guaranteed

June 19, 2020

Insurance Investments Aren't Guaranteed

The insurance industry facing a new high-yield disaster. Learn more about your ad choices. Visit megaphone.fm/adchoices Questions? Comments? Click!

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Target Date Funds Compared

June 18, 2020

Target Date Funds Compared

The truth about target-date funds. Learn more about your ad choices. Visit megaphone.fm/adchoices Questions? Comments? Click!

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Real Estate Investing Reality

June 17, 2020

Real Estate Investing Reality

Owning property can be perilous. Learn more about your ad choices. Visit megaphone.fm/adchoices Questions? Comments? Click!

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Hard Not to Look

June 16, 2020

Hard Not to Look

It's tough to avoid looking at the stock market. Learn more about your ad choices. Visit megaphone.fm/adchoices Questions? Comments? Click!

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Opinions and views expressed on this podcast were current on the date recorded. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice, including any forward-looking estimates or statements which are based on certain expectations and assumptions. Although information and opinions given have been obtained from or based on sources believed to be reliable, no warranty or representation is made as to their correctness, completeness, or accuracy. Information presented on the podcast is not personalized investment advice from Apella Wealth. The views and strategies described may not be suitable for everyone. This podcast does not identify all the risks (direct or indirect) or other considerations which might be material to you when entering any financial transaction. Past performance does not guarantee future results and profitable results cannot be guaranteed.

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Index Disclosure and Definitions All indexes have certain limitations. Investors cannot invest directly in an index. Indexes have no fees. Historical performance results for investment indexes generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance. Actual performance for client accounts may differ materially from the index portfolios. All data is from sources believed to be reliable but cannot be guaranteed or warranted.

The S&P 500 historical performance is the basis for any reference to the performance of stocks historically.

S&P 500 Index represents the 500 leading U.S. companies, approximately 80% of the total U.S. market capitalization.
Dow Jones Industrial Average (DJIA) Is a price-weighted average of 30 significant stocks traded on the New York Stock Exchange (NYSE) and the NASDAQ.
The Nasdaq Composite Index (NASDAQ) measures all Nasdaq domestic and international based common type stocks listed on The Nasdaq Stock Market, and includes over 2,500 companies.
MSCI World Ex USA GR USD Index captures large and mid cap representation across 22 of 23 developed markets countries, excluding the US. The index covers approximately 85% of the free float-adjusted market capitalization in each country.
MSCI Emerging Markets Index is a free float-adjusted market capitalization index that is designed to measure equity market performance in the global emerging markets (as defined by MSCI). The index consists of the 25 emerging market country indexes.
Bloomberg Barclays US Aggregate Bond Index measures the performance of the U.S. investment grade bond market. The index invests in a wide spectrum of public, investment-grade, taxable, fixed income securities in the United States – including government, corporate, and international dollar-denominated bonds, as well as mortgage-backed and asset-backed securities, all with maturities of more than 1 year.
Bloomberg Barclays Global Aggregate (USD Hedged) Index is a flagship measure of global investment grade debt from twenty-four local currency markets. This multi-currency benchmark includes treasury, government-related, corporate and securitized fixed-rate bonds from both developed and emerging market issuers. Index is USD hedged.

INVESTORS SHOULD CONSIDER OBJECTIVES, RISKS, CHARGES AND EXPENSES OF A FUND CAREFULLY BEFORE INVESTING. THE FUND PROSPECTUS CONTAINS THIS AND OTHER IMPORTANT INFORMATION. INVESTORS SHOULD READ THE PROSPECTUS CAREFULLY BEFORE INVESTING. PROSPECTUSES MAY BE OBTAINED FROM YOUR ADVISOR OR FROM DIMENSIONAL FUND ADVISORS: WWW.DFAUS.COM, THE VANGUARD GROUP WWW.VANGUARD. COM, FIDELITY WWW.FIDELITY.COM, SPDRs WWW.SPDRS.COM, and ISHARES WWW. ISHARES.COM. FOR THE MOST RECENT MONTH END PERFORMANCE INFORMATION. PLEASE READ THE PROSPECTUS CAREFULLY BEFORE INVESTING OR SENDING MONEY.

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