Episode 212:  Revocable Trusts, Portfolio Management And Small Cap Funds
Episode 212:  Revocable Trusts, Portfolio Management And Small Cap Funds

Episode 212: Revocable Trusts, Portfolio Management And Small Cap Funds

OwenJay👑

30 min
Business & Finance
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Description

<p>In this episode we answer emails from Sue, Vern and Rene.  We discuss revocable trusts, where and where not to get them and why or why not you might want one, the mechanics of rebalancing and drawing down on a portfolio with multiple accounts, and the differences between various small cap funds like IJR, IJS, IJT and VIOV.</p><a rel="payment" href="https://www.riskparityradio.com/support">Support the show</a>

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isabel.loop

isabel.loop

Episode 212: Revocable Trusts, Portfolio Management And Small Cap Funds - Listen Free | WowFM