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Tax Avoidance Reality
Tax Avoidance Reality

Questions? Comments?

Investors are trying to avoid paying taxes to the detriment of overall returns. Tom and Don discuss tax strategies that might mak…

3 years ago

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Q&Again
Q&Again

It's everyone's favorite day: Q&A Friday with Don. This week listeners ask:

Why don't more online brokers adopt automatic rebalancing? Why should we …

3 years ago

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Q&Again
Q&Again

Questions? Comments?

It's everyone's favorite day: Q&A Friday with Don. This week listeners ask:

Why don't more online brokers adopt automatic rebalanc…

3 years ago

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Leverage Wins and Loses
Leverage Wins and Loses

Who wouldn't love double or triple returns on their investments? What is the downside to leverage?

Listeners ask:

What do we think of Mercer Advisors …

3 years ago

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Leverage Wins and Loses
Leverage Wins and Loses

Questions? Comments?

Who wouldn't love double or triple returns on their investments? What is the downside to leverage?
Listeners ask:

What do we think …

3 years ago

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What Good is Gold?
What Good is Gold?

Over centuries, gold has proven to be a lousy investment. Its big selling point has been "safety." But, is gold really safe? What good is gold? Then,…

3 years ago

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What Good is Gold?
What Good is Gold?

Questions? Comments?

Over centuries, gold has proven to be a lousy investment. Its big selling point has been "safety." But, is gold really safe? What…

3 years ago

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Who Will Protect You?
Who Will Protect You?

Because people have been known to rip off customers, the financial industry is heavily regulated, with a few exceptions. We explore how indexed annui…

3 years ago

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Who Will Protect You?
Who Will Protect You?

Questions? Comments?

Because people have been known to rip off customers, the financial industry is heavily regulated, with a few exceptions. We explo…

3 years ago

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Your Investment Priorities
Your Investment Priorities

Advisor Diana Bacon joins Tom and Don to discuss those future purposes for which you need to invest. Should you invest for a house, education, retire…

3 years ago

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