Today on Your Money, Your Wealth® podcast 410 with Joe Anderson, CFP® and Big Al Clopine, CPA, is it better to choose low-cost index funds or to diversify investments, even if it means paying higher fees? What causes mutual fund price fluctuation? Are mid-cap funds necessary in a balanced portfolio? The fellas also talk about real estate funds vs. real estate investment trusts (REITs), and TIAA annuities vs. bonds in a retirement portfolio. Finally, we revisit some investing strategy questions that are still relevant in today’s volatile markets on moving to cash in tough times, analyzing your asset allocation, and rebalancing your retirement portfolio. Show notes, free financial resources, transcript, Ask Joe & Big Al On Air: 00:00 - Intro 00:55 - What’s More Important, Diversification or Low Fees? (Matt, VA - voice) 06:20 - What Causes Mutual Fund Price Fluctuation? (Brent, Bennington) 10:07 - Download the Guide to Growing Your Wealth: 10:45 - Are Midcap Funds Necessa...
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