Stephanie Marini
Certified Financial Planner (CFP®) and guest on the episode offering advice on index funds, active funds, individual stocks, bonds, and account selection for long-term financial planning.
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Apr 4, 2026 • 33min
Which Types of Investments Should You Own and Where Should You Own Them
Stephanie Marini, CFP®, a financial planner focused on practical long-term strategies, breaks down index funds, active funds, individual stocks, bonds, and account placement. Short takes on index fund basics, active fund tradeoffs, and how many stocks to hold. Guidance on cash vs bonds, individual bonds vs bond funds, and which assets suit taxable, employer plans, IRAs, and Roths.
