Did you figure out your asset allocation from our last episode?  Was it where you wanted it to be? How far off was it?  Did you define your rebalancing strategy? Committed to stick to your asset allocation and rebalancing through thick and thin in both bear and bull markets?

 

In this episode we will cover:

  1. The cost in our investment portfolio: the different type of fees, how to determine the costs, importance of knowing the costs and how to lower your costs
  2. How taxes play in role in your portfolio 
  3. How to reduce your tax burden through tax efficient investing

Check out this episode!