Businesswire Author and Advisor Dave Loeper Reveals Hidden Wall Street Sales Strategies, Ways to Put Yourself First, and Why Your 401(k) Fees Shouldn?t Exceed 0.75%
David Loeper discusses the implications of slicing the domestic equity portion of a client's portfolio into three equal weighting of large cap, mid cap and small cap, versus utilizing the Vanguard Total Market (VTI) for the whole pie slice.
An edited transcript of an InvestmentNews.com webcast held in New York on March 9. Moderators were InvestmentNews deputy editors Evan Cooper and Frederick P. Gabriel Jr. Panelists were Ed Slott and David B. Loeper.
The Vince Rowe Radio Show, KJCE 1370AM, Austin, TX