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The 4 Pillars of the “New” Definition of Retirement, Ep #174

The 4 Pillars of the New Retirement

Edward Jones recently completed a large study on the 4 pillars of the “new” retirement. So in this episode of Best in Wealth, I’m going to talk about some of the topics covered in this study: changing times, the definition of the new retirement, the definition of success, and the 4 pillars. Don’t miss it!…

Don’t Let Your Investments Drift Away, Ep #173

Style Drift

What is style drift? Style drift is when the fund you are invested in drifts away from its investment objective. Why is this problematic? How can it impact your portfolio if your mutual fund is not actively managed? In this episode of Best in Wealth, I will share more about style drift, give an example…

Should You Buy the Top 10 Companies in the US? Ep #171

Top 10 Companies

Everyone is familiar with the top 10 companies in the US. We are talking companies like Apple, Microsoft, Google, Facebook, etc. But should you have a large amount of money in the top ten? They have all done really well the last 5–8 years. How many of the top ten biggest companies should you have…