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Episode 951
Tom's still on vacation. With so many calls left from yesterday's episode (Saturday's show), Don started with callers who had been on hold:
- A relatively safe portfolio and how to invest it for inflation.
- What should his grandmother do with the money that will probably be in her estate?
- A couple with Wellington and Wellesley wonder what to do with them?
- Does an irrevocable trust make sense?
- How does Avantis Small Cap Value ETF compare with Vanguard's similar mutual fund?
- Finally, Don explains Treasury I-Bonds?
Published on 3 years, 7 months ago