Detailed Overview of Registered Investment Advisors and Lido Advisors

In this episode we answer emails from Kyle, Blake and Matt.  We discuss investing in a 457 plan with a self-directed option, Blake's gambling problem -- err, very interesting leveraged portfolio, and how to evaluate RIAs through their SEC filings as applied to Lido.

Links:

Analysis of Total Market vs. 60/20/20 vs. Large cap/small cap value portfolios:  Backtest Portfolio Asset Class Allocation (portfoliovisualizer.com)

Michael Kitces article re Four Phases of Retirement Planning:  The Four Phases Of Saving For Retirement (kitces.com)

Lido Firm Brochure (Part 2A of SEC Form ADV):  crd_iapd_Brochure.aspx (sec.gov)

OASDX:  OASDX – Oakhurst Strategic Defined Risk Instl Fund Stock Price | Morningstar

Walk4McKenna:  Walk4McKenna - Father McKenna Center

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