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In this episode we answer emails from Steve, Jeff and Kenny. We discuss the complex foibles of Empower/Personal Capital portfolios and transitioning them. investing in gold and silver and tax treatments, and using the Vanguard Wellesley Fund as a model for very conservative investors.
And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.
Additional links:
Rob Berger Video about Investing In Gold: How to Buy Gold (Without Getting Ripped Off) - YouTube
Taxation of Gold ETFs Article: How Taxes Work For A Gold ETF Or ETP Investment (etftrends.com)
Taxation of PHYS Fund: Tax Information - Physical Gold Trust (sprott.com)
Yahoo version of Article re taxation of gold ETFs: How Taxes Work For Gold ETF & ETP Investments (yahoo.com)
Taxation of Section 1256 Contracts: Section 1256 Contract: Definition and Tax Rules (investopedia.com)
Vanguard Wellesley Portfolio: VWIAX – Portfolio – Vanguard Wellesley® Income Admiral™ | Morningstar
Risk Parity Chronicles: Risk Parity Chronicles