Joining Me Now Ep. 6: Diversification & Tax-Efficient Investing
New Focus on Wealth with Chad Burton · New Focus on Wealth
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Show Notes
On this episode of Joining Me Now, Rob and Chad discuss what it means to invest in the S&P 500. Chad notes how tech-heavy and less diversified the index is than ever before.
Next, Rob moves on to discuss portfolio diversification where Chad mentions how over the last 15-20 years, globally diversified portfolios have outperformed those that are not internationally diversified. Chad mentions the value found in international markets.
Rob and Chad move on to discuss portfolio projects for retirement and tax-efficient investing. Chad notes that exposure to small-cap and high turnover funds should be held in retirement accounts to avoid the tax bill that comes from capital gains from those funds.
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