On the Money: Long-Term vs. Short-Term

On this episode of "On the Money," Paul Ruedi, David Ruedi, CFP®, Ryan Repko, CFP®, and Dr. Fred Giertz discuss rebalancing, how long it takes for a bear market to fully recover, and how to invest to fund short-term goals.

 

(1:40) Surprised by good stock performance

(6:11) Two responses to good returns

(9:13) Inflation

(12:05) Social Security claiming strategies for couples

(14:22) Listener question: My Roth account has done very well lately, but with the market being the way is it, should I switch from high risk to lower risk?

(22:14) Caller question: How long does it take a bear market to fully recover?

(35:52) When you are buying, you want low prices

(41:52) Listener question: I ordered a car that I will need to pay for in the near future, should I pull that amount out of stocks and put it in a money market fund?