It's Easier to Eliminate Bad Investments
Tom and Don explain why you should choose mutual funds by eliminating the bad ones first before trying to pick the right ones and compare some of the popular Fidelity and Vanguard funds to aid your decision-making. When it comes to choosing funds, the fees should be your first consideration. They remind listeners why they do not need a complex portfolio to be well-diversified. Tom and Don also share their take on including smaller companies in your portfolio, hiring an advisor early on in your investing career, and the only reasons for claiming your Social Security when it becomes available.
The only problem with the Fidelity ZERO mutual funds.
Eliminating the wrong mutual funds rather than trying to pick the right ones.
How to tell if your Fidelity or Vanguard fund is active or passive.
Comparing Fidelity's Balanced and Puritan Fund with Vanguard’s Balanced Index Fund.
Using fees as the first point of criteria when choosing mutual funds.
Why we don’t suggest complex portfolios and how two funds might be all you need!
Why we would never own specialty or alternative funds.
Building a three-fund portfolio at Fidelity.
Why new investors probably don’t need the services of an advisor.
Why it’s important to own smaller companies in your portfolio.
When you are eligible for Social Security and what happens if you don’t claim it at the time.
The two reasons why you should take your Social Security once you’re eligible.
Vestory — https://vestory.com/
Fidelity — http://www.fidelity.com
Vanguard — https://investor.vanguard.com
Retiremeet — http://www.retiremeet.com
Shaquille O’Neal on Twitter — https://twitter.com/SHAQ?ref_src
Paul Merriman — https://paulmerriman.com