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What is in your investment portfolio? Are you well diversified? How much do your investments cost each year? In this video, I show you how to put together the pieces to build a low cost and well-diversified investment portfolio using the core with satellite investment strategy. You can implement this in your 401k, 403b, IRA or just a regular brokerage account. Having a very low cost and well-diversified portfolio that matches your risk tolerance is the name of the game when it comes to investing in the markets.
This video is very basic and simple to understand. It is meant to help you feel confident investing in your retirement accounts even if you really do not know much about the stock market.
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To Becoming Great with Money,
Rich McCormack, CFP®
School of Personal Finance is an Investment Advisor registered with the State(s) of New York. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication’s conclusions. Please contact us at 914-299-3843 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from SPF with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.schoolofpersonalfinance.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
