Radio Show #121: Mid-year update: Rebalance, reallocate, relax!


It’s half time! The Dow posted its strongest first half of the year since 1999 and the S&P 500 logged its best first half performance since 1998. It was perfect timing (but not market timing, of course!) for Mitch Tuchman from Rebalance IRA and MarketRiders to join us for a visit. Tuchman’s two websites offer a great deal for those investors who need guidance, but don’t want to pay through the nose for it!

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After Mitch's segments, we fielded a bunch of allocation/retirement questions from Tom from IL, Donna from MN, Howard from KY and Mark from NY. Tim from NY has ample assets and wants to make sure that he has the proper allocation, so that he can leave money to his 17 year-old grandson.

Steve from MN wanted advice about Vanguard funds, while Aurora is trying to select among various index funds.

Alexia from Buffalo is weighing the purchase of a single-family home versus a two-family home, which would provide income.

Finally, Nhu is about to enter college and wanted advice on credit vs. debit cards and general advice about how to handle money, as she enters a new phase of her life.

Thanks to everyone who participated and to Mark, the BEST producer in the world and Christina, who is vying for "Intern of the Year". If you have a financial question, there are lots of ways to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE