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Mastering Money

Tune into one of the best retirement shows on the radio! Mastering Money is hosted by Certified Income Specialist™ and best selling author, Steve Jurich (pronounced Jur-itch). Steve is an experienced 20 year veteran of financial services and is licensed in securities, insurance, and real estate. He is a Certified Annuity Specialist® who reviews up to 2700 annuities on a regular basis. As a fiduciary, Steve’s clients enjoy access to the services of Fidelity Institutional, member FINRA, SIPC.
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Mar 29, 2019

All investors are looking for the same thing: maximizing gains while minimizing losses. After the convincing fourth-quarter swoon in 2018, many investors gravitated to so-called smart beta funds in the hopes of sidestepping the next downturn, according to the Wall Street Journal. The S&P 500 has advanced 11% so far this year, but that hasn’t stopped investors from looking for a safer way to bet on stocks. In fact, the sudden rise may be what has investors nervous. A surge of new money has pushed inflows into these funds to record highs. Smart Beta funds are designed to take advantage of upswings while reducing some of the risks. Today, we'll discuss two of the biggest Smart Beta ETFs --then Steve will have several timely tips on building retirement wealth the SMART way. MASTERING MONEY is on the air!!!