Good Financial Reads: Optimize Your Investment Portfolio

2 min read
August 12, 2022

Optimize Your Investment Portfolio

Use All 3 Tax Structures for Your Long-Term Portfolio

by Joe Morgan, Best Financial Life

There are three tax structures under which you can invest:

  1. Taxable
  2. Tax-Deferred
  3. Already-Taxed or Roth.

We want to use all three of these when investing our Long-Term Portfolio and I’ll tell you why in a moment. But first, I want to talk through how each of them works.

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How to Use Options as Portfolio Insurance

by Grant Bledsoe, Three Oaks Wealth

As we approach an era of economic uncertainty, many investors are becoming concerned about the value of their investments falling. This is where, if used carefully, options contracts can give investors the ability to safeguard their investment portfolios. In this week’s episode, Grant explains the pros and cons using options as portfolio insurance, as well as some major risks investors could face when using this investment strategy. 

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Is the 60/40 Portfolio Dead?

by Robert Stoll, Financial Design Studio

With both stocks and bonds stumbling out of the gate in 2022, there’s a lot of talk about whether the classic 60/40 investment portfolio is dead. The “60/40” as we like to call it, is the bedrock investment mix of many retirees. So it’s important to provide our thoughts about whether we’ve entered a unique investing world that warrants tossing aside a strategy that’s worked for a long time. Is the 60/40 portfolio dead, or is this just a temporary bump in the road?

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The Case for International Investing

by Scott Monk, Charis Legacy Partners

One of the most common objections I hear from new clients when walking them through my portfolio recommendations is why the need for international diversification. Many are frightened by what they read in the news about various geopolitical hotspots around the world, and worry about increased risk in their portfolio. The term for this is “home bias”, which is the tendency to invest in familiar markets and avoid investing in unfamiliar markets.

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Should I Buy Dividend Stocks?

by Britton Gregory, Seaborn Financial

A simple question, right? But you know me -- I love giving complicated answers to simple questions. And this is definitely one of those times when it's worth peeling back the onion a bit. Let's talk about why we own stocks and why we would care whether it generates dividends, and then come back to the question.

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Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.