ue to a change circumstances, I need to reallocate my portfolio. I need to sell REIT investments and I need to increase medium and small cap, both value and growth. Do you have any mutual fund or etf suggestions that have had a historically good performance and low expensse ratio and that fall within those categories.
About half of the money that needs to be reallocated is in ROTH IRA investments and the other half is in in taxable accounts. Based on the mutual funds and ETFs that you suggest, would any of those mutual funds or ETFs be better in either the ROTH or in the taxable accounts?
Thanks for your advice.
About half of the money that needs to be reallocated is in ROTH IRA investments and the other half is in in taxable accounts. Based on the mutual funds and ETFs that you suggest, would any of those mutual funds or ETFs be better in either the ROTH or in the taxable accounts?
Thanks for your advice.