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Financial Talk Show airing Saturdays at 3pm, Eastern on NEWSRADIO WXTK 95.1 FM Cape Cod. We call the program "Something More" so that we can talk about not only those important dollar and cents issues, but also the quality of life issues that make the money matters matter.  Not only do we speak about investment and planning concerns, but we often invite guests for interview. 

Feb 16, 2024

Chris Boyd and Jeff Perry dig into questions from
podcast and radio listeners. In this episode Jeff asks Chris about the merits of
UITs/Defined Portfolios, Closed-End Funds, & other illiquid types of investments. Jeff
also questions Chris about investment portfolios with an overly simplistic design, broad
balanced funds, and portfolios with a concentration in a single fund family.

 

#InvestmentTrusts

#DefinedPortfolios

#ClosedEndFunds

#IlliquidInvestments

#InvestmentStrategies

#BalancedFunds

 

Unit Investment Trusts (UITs)

Defined Portfolio Investments

Closed-End Fund Strategies

Illiquid Investment Types

Simplistic Investment Portfolios

Broad Balanced Funds