Is Buy-and-Hold Investing a Dying Strategy | Live Q&A

Tonight we begin with whether buy-and-hold investing is a dying strategy, particularly if our portfolio is primary in U.S. stocks. Then I answer your questions.

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Timestamps
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0:00 - Welcome to the Financial Freedom Show!
1:17 - Is Buy-and-Hold Investing a Dying Strategy?
10:55 - Monte Carlo Simulation
14:00 - Why spend $280
14:29 - APY
15:34 - Mark Zoril video
16:16 - Defending Jacob
17:19 - What type of allocation and funds would be best
19:08 - Building up an emergency fund in IBonds as a replacement for current emergency fund
21:27 - SCHD or VTV for a large cap value tilt
24:26 - Value investors club
25:10 - Sector investing and industry specific index funds
28:20 -Buy and Hold vs index investing
28:58 - Target allocation of U.S. large, mid, and small caps in a portfolio
30:32 - When to take money out of an inherited IRA
33:22 - 529 target date 2035 Fidelity
34:45 - 1929 crash
36:54 - FSRNX
39:38 - Financial anxiety
42:48 - RFETX
48:58 - 6 fund portfolio
49:47 - Making sense to sell
51:24 - Following investors
53:22 - Energy
53:56 - Tab Bank
56:39 - Putting bond allocation in a savings account
59:45 - Easing off the gas
1:00:46 - Fed selling assets at a cheap price
1:02:46 - Ally is up to 1%
1:03:20 - Video on CD's on the secondary market
1:03:47 - 3.08% on a two-year treasury
1:05:39 - Target date funds that exclude international equities
1:06:19 - Books on my shelves
1:07:23 - Munis
1:10:38 - 50% Wellington & 50% Wellesley
1:13:11 - IBond rates
1:13:50 - Bonds and inflation
1:16:14 - Vanguard 529 fund
1:17:59 - Greg Kinman
1:18:37 - Direct indexing
1:20:18 - Rolling an employer match traditional 401K into a Roth IRA
1:21:18 - Cincinnati
1:21:47 - Good time to buy a house
1:22:48 - Extra living expenses for the remainder of the year and investments down
1:24:21 - Cincinnati part 2
1:25:30 - Bond ladders
1:27:05 - Important factors in the 1929 crash
1:28:19 - Do 401K distributions and pension count as earned income for investing in a Roth
1:31:05 - Selling FIGRX and switching to FSPSX
1:33:30 - AAII
1:34:44 - A portfolio with just a stock index fund and a SPIA
1:38:04 - Is it better to own the bond itself or an ETF that holds bonds
1:38:53 - Announcements
1:39:17 - Financial Freedom
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Investing Tools
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ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.