Rebalancing,financial facts over 70, new Callan Tables and more
SOUND INVESTING PODCAST

Rebalancing, financial facts over 70, new Callan Tables and more

00:37:32 Paul Merriman
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Show Notes

About This Episode

Covering a lot of ground in this podcast, Paul discusses rebalancing your portfolio, an AARP article on “What to expect in your 70s and beyond,” the new Callan Periodic Tables for U.S. Equity Investment Returns, the Lipper Performance Report for the 25 Largest Funds, and an update on his recommended portfolios at Motif …