Robert Brokamp, CFP®

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318 appearances 2 recordings 1 series first heard Mar 2026 last heard 4 Apr

Robert Brokamp, CFP®’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 2 in all, peaking in Apr 2026 with 1.

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Motley Fool Hidden Gems Investing · Which Types of Investments Should You Own and Where Should You Own Them · 4 Apr 2026 podcast

All right, final question here, Stephanie, we've covered a lot of ground.

Do you have any final thoughts on choosing how to invest and in which types of accounts?

I think also it's very important just to understand this is not an either or decision.

You can do a little bit of both and that's what I do.

I have a lot of index funds.

I have some actively managed funds that I stay on top of.

And I own, I don't know how many stocks, but many individual stocks as well.

And I think if you are starting out, you might start with a foundation of index funds and then gradually move into investing in individual stocks.

You may love it and eventually move completely into individual stocks.

But starting off with a foundation of index funds, maybe some actively managed funds, I think is the best way to start.

It's time to get it done, fools.

And as a follow-up to my conversation with Stephanie, I'm going to suggest that you look at every investment you own and ask two questions.

The first is, if you didn't own this investment, would you buy it today?

This is not about whether you're happy you bought it back when you did.

It's about whether you'd buy it today, given your assessment of its future prospects.

Now, the past might play a role, right, in the decision.

You might evaluate the performance of a company's leadership up to this point, or maybe the performance of a fund manager if you own actively managed funds.

But if your portfolio were 100% cash that you wanted to deploy, would you buy that investment?

If the answer is no, seriously consider why you're still holding it, of course, considering any tax consequences of selling.

And speaking of taxes, here's the second question to ask of each of your investments.

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