Mark Elam, Senior Investment Strategist at Ronald Blue Trust, joins Mike to discuss some important considerations to think about regarding your investments. They answer four listener questions:
- Is it hard to create my own portfolio of stocks, ETFs, and Mutual Funds?
- Is there a significant difference between owning a grouping of bond funds or owning a bond portfolio?
- Considering recent legislation and the concern of rising inflation, should I be more conservative in my investments?
- A couple currently in their mid-70s has their portfolio at 50% stocks and 50% in mutual funds. Is that reasonable?