This chapter delves into a contrarian approach to investment, contrasting U.S. market focus with a historical analysis of international market allocations. The speakers emphasize the importance of incorporating international and emerging market stocks while discussing the relevance of the Efficient Frontier in guiding risk and return assessments. Additionally, the chapter addresses tailored investment strategies for different age groups, particularly highlighting the balance between short- and long-term financial objectives.
#527: Luke and his wife are breaking some personal finance rules in the name of financial independence. Are they right to take this approach or is there a better way?
Christina is worried. She’s retired with a paid-off condo in Florida. But rising fees, insurance rates, and a major HOA assessment are killing her cash flow. Is it time to become a renter?
Les is surprised by Paula and Joe’s allocation recommendations for international equities. Based on market capitalization, it makes no sense. What’s he missing?
Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.
Enjoy!
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For more information, visit the show notes at https://affordanything.com/episode527
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