It’s Month 4 of our financial planning challenge, which we’re calling “A Year Well-Planned.” This month, Fools Robert Brokamp and Stephanie Marini discuss the different ways to invest in stocks, bonds, and cash, and the account types to consider.
Topics covered:
-The pros and cons of index funds, actively managed funds, and individual stocks
-Choosing between cash and bonds for the safer side of your portfolio
-Which types of investments should go in taxable brokerage accounts, 401(k)s, IRAs, and Roths
-Two questions to ask of each of your investments: 1) If I didn’t own it, would I buy it today, and 2) is it in the right account?
Host: Robert Brokamp, CFP®, EA
Guest: Stephanie Marini, CFP®, CRPC®
Engineer: Bart Shannon
Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices
