Thank you Dave, I’ve been investing for about 10 years as I prepare for Retirement. Like everything else in life, I worked hard learning the complexities of the market, conducted a lot of research and spoke to many people before I started putting my money out there. Another great video. Thank you sir. ! Semper Fi!❤️🇺🇸
@StreamlineFinancial11 ай бұрын
Thank you, Sir!
@ivanvarykino820211 ай бұрын
Totally agreed on looking for the "RICP" designation in addition to the other major ones for anyone near or already in retirement.
@poulosgr11 ай бұрын
I always enjoy watching your videos, thank you!
@StreamlineFinancial11 ай бұрын
You're very welcome!
@gwarlow11 ай бұрын
Great advice with understandable graphics. Thanks for sharing.
@StreamlineFinancial11 ай бұрын
My pleasure!
@Growing-Our-Retirement11 ай бұрын
Some great guidelines. Question about rebalancing. Looking back over the past 10 to 20 years, had I trimmed my 400% to 600% winners I would have cut my gains not increased them. I have stuck with sticking with my winners. If a company is doing well, you have to sit tight to get the bigger long term rewards. Partially selling off any of these winners would have also generated tax bills. I think rebalancing should only be done to cull out poor performers.
@voncilledemesa207511 ай бұрын
How should you transition out of a long time position in a Target date fund to low cost index funds? The target date fund has higher fees, low returns and less flexibility in retirement.
@StreamlineFinancial11 ай бұрын
Great question! I'm gonna make another video on this since there are a few ways to do it.
@TomcatSTL11 ай бұрын
Valuable info. Thank You, Dave!
@StreamlineFinancial11 ай бұрын
Glad it was helpful!
@WildBlueDiscovery11 ай бұрын
Alot of good info! Thx Dave
@StreamlineFinancial11 ай бұрын
Glad it was helpful!
@RetirementPlanningClub11 ай бұрын
Great video Dave!
@hughcampbell46211 ай бұрын
Great video 👍🏽👍🏽
@StreamlineFinancial11 ай бұрын
Thank you! 👍
@gregwessels720511 ай бұрын
No sense getting emotional on what's happening in the market, just focus on what you CAN change and the rest will fall in place.
@truthsayer953410 ай бұрын
You sort of covered it but…day-trading your retirement accounts. I know people that have lost millions thinking they are smarter than the best minds on Wall St, their computer algorithms and A.I.