Happy Thanksgiving: A Shortcut to Charity.

Nov 27

Today, Don answers a question about active 403(b)’s, investing in Roth IRA’s, determining your personal risk tolerance level, and creating your own investment portfolio. He also delves into investing in REITs, understanding when to meet with your advisors, what to look out for when choosing the right person to advise on your investment strategies.

How to take the RMD’s from your IRA account as a QCD directly to the charities you specify.
The importance of being in control of your own Roth IRA and 403(b) investments.
How to allocate your 403(b) investments and structure your portfolio according to your risk tolerance.
Why REITs should only occupy a small percentage of your portfolio.
Understanding when it is a good idea to meet with your investment advisors.
The difference between a wealth manager, a financial advisor, a stockbroker, and an RIA.
The legitimacy, longevity, and use of quantitative analysis as it relates to the finance world.

Financial Fysics on Amazon – https://www.amazon.com/Financial-Fysics-Money-Investing-Really/dp/1453898557

Vestory — https://vestory.com/

Retiremeet — http://www.retiremeet.com/

Litreading — https://podcasts.apple.com/ie/podcast/litreading-classic-short-stories/id1438044265

Readastorus — https://podcasts.apple.com/us/podcast/readastorus-timeless-tales-for-tots/id1455639994

Vanguard — https://investor.vanguard.com/home/

Fidelity Investments — https://www.fidelity.com/

U.S Securities and Exchange Commission — https://www.sec.gov/

Chase — https://www.chase.com/

RBC Capital Markets — https://www.rbccm.com/en/

Don McDonald