Do you have an investing or retirement planning question that you would like to ask a financial advisor? Sign up to attend one of our free virtual office hour sessions and ask away!
Only the financial advisors at Ruedi Wealth will be able to see your questions so no need to be shy. They are also the only ones on camera for the office hours so no need to dress up either.
Register for or next virtual office hours using the link below. And make sure to check out recordings of past office hours to see the types of questions we answer and topics we have covered.
September 1, 2020
(1:24) The performance of the S&P 500 and Nasdaq
(4:15) “You pay a dear price for buying in to the cheery consensus”
(6:26) The purpose of diversification
(8:49) “Everyone else is getting rich!”
(10:42) “Comparison is the thief of Joy”
(12:51) Prudent investment decisions can look wrong in the short run
(17:51) Investing based on past performance is like driving only looking in the rear-view mirror
(18:35) Comparing apples to oranges
(22:57) We’ve seen this movie before: 1999
(26:45) Growth of $1 invested in S&P 500 vs. Global Diversification
(28:56) Elections, politics, and the stock market
(45:36) Is there anything else we can do?
(49:27) Can you identify winning managers?
July 21, 2020
(0:51) Low interest rates and the temptation to seek alternatives to bonds
July 7, 2020
(1:41) Fee changes at Schwab
(5:47) People born in 1960 reduced Social Security benefit
(9:36) Income phase outs for stimulus check
(10:19) What is your 5-year performance?
(21:43) Your portfolio vs. common benchmarks
(24:47) The “Morningstar Screen Portfolio”
(30:15) Is a 75/25 portfolio the “new 60/40” portfolio?
(35:55) Why is the industry obsessed with the 60/40 portfolio?
(39:52) Value stocks
(46:59) Elections and your stock portfolio