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The Ric Edelman Show: July 27, 2019

Duration: 1:22:48

On this episode:

  • How Much Is Your Personal Data Worth?
  • The Hidden Problem of Long-Short Funds
  • Only Four Stocks Account for 20 Percent of the S&P 500’s Gain This Year
  • Here’s Why Millions of Nonprofit Professionals Are Suffering From Limitations in Their Retirement Plans

On this episode:

How Much Is Your Personal Data Worth?

Duration: 10:12

It was about two years ago when Equifax announced that they were hacked. More than 150 million Americans had their personal information stolen and nobody’s sure who the thieves were. Listen to Ric Edelman breakdown the Equifax settlement with the government and reveal the compensation total for victims.


The Hidden Problem of Long-Short Funds

Duration: 9:19

There are some funds that attempt to buy stocks they think will rise and short stocks they think will fall. This market-neutral strategy seems like a good idea, but there are problems with the results of these funds. Listen to Ric Edelman explain the hidden risk of long-short funds and why you should avoid these investments.


Only Four Stocks Account for 20 Percent of the S&P 500’s Gain This Year

Duration: 10:05

Just four out of the 500 stocks in the index are responsible for the bulk of profits so far this year. This has broad implications when measuring the performance of your portfolio relative to the S&P 500. Listen to Ric Edelman dissect the market’s performance this year and illuminate an interesting pattern that he hasn’t seen in more than a decade.


Here’s Why Millions of Nonprofit Professionals Are Suffering From Limitations in Their Retirement Plans

Duration: 9:36

People who work for nonprofits typically don’t have the same investment opportunities as people working at for-profit companies. That’s because Congress has failed to fix the rules governing nonprofit retirement plans. Listen to Ric Edelman discuss the problems with limited investment opportunities with a caller, whose wife works in a local school system.


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These callers were prerecorded and prescreened.

An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.

This material was prepared for informational and/or educational purposes only. Neither Financial Engines Advisors L.L.C (also referred to as Edelman Financial Engines) nor its affiliates offer tax or legal advice. Be sure to consult with a qualified tax or legal professional regarding the best options for your particular circumstances.

Investing strategies, such as asset allocation, diversification, or rebalancing, do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.

An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.

Investing strategies, such as asset allocation, diversification, or rebalancing, do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.

An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.

*InvestmentNews ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center.

**The Top 40 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services, LLC. (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

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©2019 Edelman Financial Engines, LLC. Financial Engines® and Edelman Financial Engines™ are trademarks of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor and wholly owned subsidiary of Edelman Financial Engines, LLC. FEA may also be referred to as Edelman Financial Engines or Financial Engines. Results are not guaranteed. Copyright ©2019 Edelman Financial Engines, LLC. All Rights Reserved.