Register for Jim Lange's upcoming webinar on January 31st, 2023 starting at 11 am Eastern. Go to https://paytaxeslater.com/webinars to register for Jim's FREE, LIVE event.

In this second of three sit-down sessions, Jim Lange discusses Burton Malkiel's 50th-anniversary of his book 'The Random Walk Down Wall Street' including the meaning behind the term, and has the walk changed in the last 50 years? Get this and so much more.

Sit back and enjoy this highly informative discussion!

Stick around to the end to find out how you can get a free bonus!

00:00 Intro
01:10 Review
02:30 What if Someone Isn't Only Concerned About Portfolio Results?
11:37 Is There Any Solution For Someone That Wants To Do Social Good?
15:20 Small Value Stocks
23:16 A Different Definition of Risk (Standard Deviation or Flexibility)
28:24 Is There A Place for Asset Location?
36:07 Book Offer
37:27 What If I'm Taking Money From My Portfolio? When Is It Good To Perform Dollar Cost Averaging?
40:08 If We Don't Want To Take Money Out on a Monthly Basis, Should It Be Taken Early or Later in the Year for Minimum Required Distribution?
41:17 What Do You Mean By 'A Random Walk Down Wall Street'?
45:53 Has The Random Walk Changed in the Last 50 Years?
47:40 Could You Distinguish Between Investment and Speculation?
50:56 Do You Agree with John Bogle's Philosophy of Not Subscribing to International Stocks as an Important Portfolio Diversifier In A Typical Portfolio? What Would Change Your Opinion?
01:01:44 How Will Continued Federal Deficits Impact Us?
01:05:52 How Will The Unrecorded National Debt Add To The Worry?
01:08:00 Do You Recommended Indexed Universal Insurance?
01:12:30 End with Offer

The foregoing content reflects the opinions of Lange Financial Group and/or our guest, Burton Malkiel, and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security, or the implementation of any strategy or strategies. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful. Please see https://paytaxeslater.com/privacy for additional disclosures.

#burtonmalkiel #jimlange #retirement #retirementplanning #estateplanning
#randomwalkguidetoinvesting #finance #financialplanning