The UMAFS Podcast
Owning Stocks

Owning Stocks

May 13, 2019

Chad and Patrick discuss the important role equities play in an investor’s financial plan.

Rebalancing

Rebalancing

March 4, 2019

Trent & Chad discuss the importance and role that rebalancing a portfolio plays in an individual’s financial plan. They discuss considerations and strategy that should be looked at during the rebalancing process.

Roth Accounts

Roth Accounts

February 11, 2019

Trent and Chad review the advantages of Roth accounts and their role in an investment portfolio.  They discuss some basic investment strategy for Roth accounts and contribution limitations.