In these volatile financial markets, are you reconsidering your investing strategies? On Your Money, Your Wealth® podcast 267, Joe Anderson, CFP® and Big Al Clopine are joined by Pure Financial Advisors' Director of Research to discuss cash, selling stocks in taxable accounts and repurchasing them in tax-deferred accounts, doing nothing and staying globally diversified, writing an investment policy statement, doing Roth conversions, and fixed indexed annuities (AKA equity-indexed annuities). Also: international and emerging market stocks, the Coronavirus stimulus package, inflation and much more. Send in money questions, read the transcript & access free financial resources in the show notes: [ Ссылка ]

01:40 - Coronavirus Stimulus Package: We're Buying Trillions in Bonds, What About Inflation?
03:09 - Volatile Market Investing Strategy 1: I Have Cash on the Sidelines. When and How Should I Invest It?
06:52 - The US Markets Are Down 27%, and So Is My 60% Stocks/ 40% Bonds Portfolio. Why Is This?
10:50 - What Percentage of a 60% Stocks / 40% Bonds Portfolio Should Be International?
14:29 - Volatile Market Investing Strategy 2: Should I Sell Stocks in My Taxable Account and Repurchase in My Tax-Deferred Account?
18:38 - Volatile Market Investing Strategy #3: Should I Do Nothing With My Globally Diversified Portfolio?
22:15 - Volatile Market Investing Strategy 4: Why On Earth Wouldn't I Buy Fixed Indexed Annuities?
28:58 - Volatile Market Investing Strategy #5: Should I Write an Investment Policy Statement, Rebalance Frequently and Do Roth Conversions?
35:05 - Roth Conversions, MAGI and Affordable Care Act Subsidies

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation.

Schedule a free assessment with an experienced financial professional:
[ Ссылка ]
Office locations: [ Ссылка ]
Ask Joe & Big Al On Air: [ Ссылка ]
Subscribe to our YouTube channel: [ Ссылка ]
Subscribe to the Your Money, Your Wealth® podcast: [ Ссылка ]

IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.
• Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.

#Coronavirus #StimulusPackage #MarketVolatility

свернуть