Is the market over-valued? How to know your risk score and when to re-balance your portfolio.

On today’s show I answer the question “Is the market over-valued?” How to know your risk score and when to re-balance your portfolio. Other topics include:

• Having good allocation between U.S. stocks, foreign stocks, government bonds and more.
• The difference between common stock and preferred stock.
• Should you convert to a Roth IRA?
• Mutual funds and taxes vs the tax implications of an ETF.

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Email your money question to [e-mail] , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

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