
Episode 212: Revocable Trusts, Portfolio Management And Small Cap Funds
OwenJay👑
30 min
Business & Finance
Description
<p>In this episode we answer emails from Sue, Vern and Rene. We discuss revocable trusts, where and where not to get them and why or why not you might want one, the mechanics of rebalancing and drawing down on a portfolio with multiple accounts, and the differences between various small cap funds like IJR, IJS, IJT and VIOV.</p><a rel="payment" href="https://www.riskparityradio.com/support">Support the show</a>
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Episode 212: Revocable Trusts, Portfolio Management And Small Cap Funds
OwenJay👑