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Memorial Day Q&A

Memorial Day Q&A



In this episodes, Don answers listeners questions about:

  • 3:15 Seeking a Fee-Only Fiduciary Advisor for Aging Parents
  • 6:24 Uncovering Red Flags in Financial Advisor Disclosures
  • 11:44 Evaluating the Dodge & Cox Income X Bond Fund
  • 12:46 Importance of Reading Form ADVs for Investment Advisory Firms
  • 18:17 The Aftermath of Removing Social Security
  • 19:11 Understanding Mutual Fund Return Reports
  • 21:24 Replacing Vanguard Bond Fund BND with Risky Alternatives

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Published on 1 year, 7 months ago






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