The Investor Coaching Show with Paul Winkler
Business:Investing
401(k)s providers don’t do a great job of representing small companies. So when small companies are doing well compared to large companies, your 401(k) is probably missing this return. Paul, Evan, and Ira talk about why fear of litigation and cost may keep providers from including these investments in your retirement and why it’s important to diversify and include an advisor in this part of your portfolio. Later in the episode, Paul asks the question: Are ESG funds picking expensive or unnecessarily risky investments?
Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.
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