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Aug. 25, 2023

More Friday Questions

Here are today's questions: Is a friend working with a good advisor? What's the best way to move money from an appreciated mutual fund to a more tax-advantaged fund? How does an organization determine the proper risk profile? How can a a well-diversified ETF portfolio created? At what age does a custodial IRA need to be turned over to a beneficiary in Washington? How should an investment property be sold and the proceeds reinvested? Learn more about your ad choices. Visit megaphone.fm...

Show Notes

Here are today's questions:

Is a friend working with a good advisor?

What's the best way to move money from an appreciated mutual fund to a more tax-advantaged fund?

How does an organization determine the proper risk profile?

How can a a well-diversified ETF portfolio created?

At what age does a custodial IRA need to be turned over to a beneficiary in Washington?

How should an investment property be sold and the proceeds reinvested?

Learn more about your ad choices. Visit megaphone.fm/adchoices

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S&P 500 Index represents the 500 leading U.S. companies, approximately 80% of the total U.S. market capitalization.
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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.

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