Ep. 12 & Show Notes

Mitigating Your Taxes in Retirement – Diversification 2.0

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Scuba Diving in Catalina Island, CA 1986
John Rappaport and me
Green Moray Eel

Diversification 2.0 vs Traditional Planning

Callan Chart

Large Cap Stocks – Standard & Poor’s 500®
US Corp Bonds – iBoxx $ Liquid Investment Grade Index
Mid Cap Stocks – Standard & Poor’s MidCap 400
US Gov’t Bonds – ICE U.S. 3-7 Year Treasury Bond Index
Small Cap Stocks – Standard & Poor’s SmallCap 600
US Real Estate – Dow Jones U.S. Real Estate Index
Foreign Stocks – MSCI EAFE Index
Natural Resources – S&P North American Natural Resources Sector Index
Emerging Market Stocks – MSCI Emerging Markets

Source: Bloomberg. This material has been obtained from sources generally considered reliable. No guarantee can be made as to its accuracy. Not intended to represent the performance of any particular investment. Indices are unmanaged and one cannot invest directly in an index. Past performance is not a guarantee of future results. Returns in excess of 1 year are annualized.

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