What exactly is a model portfolio—and should you trust one with your retirement?
Tom and Don explain why professionally designed model portfolios can improve consistency and reduce advisor bias, but also why investors should be wary as firms like Morningstar begin adding private equity, private credit, and other alternative investments to traditional portfolios.
00:12 What is a model portfolio? 02:11 Why advisors should use investment models 03:31 Morningstar’s new private market portfolios 05:20 Liquidity problems with private investments 07:27 The high cost of private equity 08:12 “Persistent inflation” claims examined 10:49 Why Wall Street wants retirement assets 12:23 Listener questions begin 14:17 AUM vs flat-fee vs hourly advisors 21:22 Do ETF expense ratios add together? 23:21 Roth IRA income limits and backdoor strategy 27:44 BrokerageLink inside a 401(k) 31:00 Costco, avocado oil, and gas prices
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