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Big Day for Q&A

Big Day for Q&A

Published 2 years, 10 months ago
Description

This is a particularly good Friday question and answer session:

  • When should a portfolio be rebalanced?
  • What is the difference between VT and VTWAX?
  • Her CFP uses Pershing. Are they okay?
  • Where should a small child's UTMA be invested?
  • Where should emergcy money be invested for safety?
  • How to we feel about Rick Ferri saying that small cap value investing has failed?

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