The Advantages of Knowing What You Own & Why You Own It

In this episode, Mark talks about the advantages of knowing what you own and why you own it: gifting, the ability to feel safe, and the benefits from a tax standpoint. He challenges listeners to think about the historical returns in their portfolios, how they've done versus their benchmarks, and to not ask about fees. In Dollars & Sense, he discusses a prediction that says the S&P is set to crash at 50%, giving back 5 years of gains.

August 9, 2016