Talking Real Money - Investing Talk
Talking Real Money - Investing Talk
Don McDonald
Overdone Models?
35 minutes Posted Jul 16, 2026 at 4:00 pm.
What is a model portfolio? 02:11 Why advisors should use investment models 03:31 Morningstar’s new private market portfolios 0...
Model Portfolios Explained
Private Assets Risk
Inflation Claims Debunked
Fee Debate Continues
Roth And 401k Strategy
Best 401k Brokerage Option
0:00
35:37
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Show notes
What exactly is a model portfolio—and should you trust one with your retirement? Tom and Don explain why professionally designed model portfolios can improve consistency and reduce advisor bias, but also why investors should be wary as firms like Morningstar begin adding private equity, private credit, and other alternative investments to traditional portfolios.