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The Ric Edelman Show: March 16, 2019

Duration: 1:22:38

On this episode:

  • Do You Still Recommend Funding a Traditional Individual Retirement Account Over a Roth?
  • What’s the Difference Between a Bitcoin Exchange-Traded Fund and Investment Trust?
  • Can We Ever Have Too Many Rental Properties?
  • Will Index Funds Lose Their Effectiveness Over Time?

On this episode:

Do You Still Recommend Funding a Traditional Individual Retirement Account Over a Roth?

Duration: 3:03

A young investor calls the show and wants to know if it’s better to fund a traditional or Roth IRA. He’s 28, living in Los Angeles, CA, and making about $90,000 per year. Listen to Ric Edelman explain the key differences between traditional and Roth IRAs and how you might choose the right one for your circumstances.


What’s the Difference Between a Bitcoin Exchange-Traded Fund and Investment Trust?

Duration: 8:44

In the absence of an ETF that tracks bitcoin, a caller is curious about publicly traded bitcoin investment trusts. He wants to know the pros and cons of this type of investment. Listen to Ric Edelman discuss the growing popularity of bitcoin, the opportunities and risks,and the investment types.


Can We Ever Have Too Many Rental Properties?

Duration: 6:57

A real estate investor calls the show because he’s concerned about the balance between his investments in the stock market and real estate. He’s wondering if there’s a ratio that’s right, given his situation. Listen to Ric Edelman explain how determining the right mix might come down to how you pay for the assets.


Will Index Funds Lose Their Effectiveness Over Time?

Duration: 9:35

A listener calls the show because he’s worried about what some famous investors have said about index funds. Additionally, he’s heard that index funds could be bad for the economy. Listen to Ric Edelman explain how these worries have nothing to do with the underlying investments in these funds.


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These callers were prerecorded and prescreened.

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.

Truth About Your Future. The New York Times Book Review Advice, How-To and Miscellaneous. April 16, 2017.

Truth About Retirement Plans and IRAs. The Washington Post, Washington Bestsellers Paperback Nonfiction/General. April 20, 2014.

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.

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.

*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.