Do you often feel like you are missing out? Do you ever wonder, am I doing the right thing? Do you find yourself irritable, frustrated or stressed out?
Prozentivus can help (made up word and prescription drug). I am not advocating that you take prescription drugs if you feel this way... about investing.
Instead, I'd like to review 5 basic investment choices out there AND dabble in what the outcome might look like if you put your financial fate in any of them.
LINKS
- Learn more about Dallin https://dallincutler.com/
- Subscribe to the channel www.youtube.com/@UCtoiM6i5VxygpFXP6IWpgkg
- Federal Funds Rate https://www.newyorkfed.org/markets/reference-rates/effr
- What is the federal funds rate? https://www.investopedia.com/terms/f/federalfundsrate.asp
SOURCES
Corporate Bonds https://www.sec.gov/files/ib_corporatebonds.pdf
Cash – 3 month treasury bills https://ycharts.com/indicators/3_month_t_bill
Bonds – Barclays global aggregate bond index https://indices.cib.barclays/IM/12/en/indices/welcome.app
Stocks – Russel 3000 Index https://www.lseg.com/en/ftse-russell/indices/russell-us
Real Estate – iShares US Real Estate ETF https://www.ishares.com/us/products/239520/ishares-us-real-estate-etf
DISCLOSURE
- Dallin works for EP Wealth Advisors
EP Wealth Advisors, LLC (“EP Wealth”) is a leading independent
registered investment adviser (“RIA”) on a mission to provide clients with honest and objective advice through personalized financial planning, customized investment portfolios, and integrated tax and estate planning.
- Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities or implement a certain financial planning strategy. See additional disclosure here: https://dallincutler.com/disclosure