Intimidated by the world of investing? Don’t worry—I’ve got you covered! Join me as I break down the basics of investing in plain language. Learn what it means to own a stock, how dividends work, and how to allocate and rebalance your portfolio. I’ll also explain what index funds and ETFs are and how they can fit into your investment strategy. Whether you’re just starting out or want to brush up on the fundamentals, this episode will give you the confidence to take your first steps toward financial growth!

www.MeganRobin.com

When most people hear "diversification," they think it means owning a mix of stocks, bonds, ETFs, and mutual funds. But that’s only part of the story—and relying solely on Wall Street investments could leave your portfolio vulnerable. True diversification goes beyond traditional investments to include multiple income streams, real estate, liquid assets, and tax-smart strategies.

As a California tax attorney, I help my clients create financial plans that align with their goals and make sense from a tax perspective. Subscribe for more insights on diversification and tax planning.

www.MeganRobin.com

This content is for informational purposes only and does not constitute legal, tax, financial or investment advice.

In this episode, Megan Robin, J.D., Tax LL.M., explains what bonds are, the difference between a bond and a bond fund, how rising and falling interest rates affect bonds, the historical performance of bonds, and how to decide if bonds are right for your portfolio.

https://www.meganrobin.com/