The Rob Berger Show
Personal finance for smart people by the host of the Dough Roller Money Podcast. Rather than forcing you into a one-size-fits-all financial plan, we discuss the tools, resources, and strategies that will empower you to make the best money decisions for you and your family.
The Rob Berger Show
RBS 213: I Attended a Free Dinner Investment Seminar--Here's what happened.
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Rob Berger
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Episode 213
In this video, I share my experience attending a free dinner investment seminar. The seminar was allegedly to help investors handle volatility in the markets. Instead, it turned out to be a sales pitch for expensive, complex investing products like a leveraged options strategy.
Here are links to the resources I mention in the video:
SPIVA Report: https://www.spglobal.com/spdji/en/res...
Concentration of SP500: https://www.visualcapitalist.com/sp/v...
Vanguard Lont-Term Bond Fund: https://www.morningstar.com/funds/xna...
Paper on Tax Loss Harvesting: https://papers.ssrn.com/sol3/papers.c...
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