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Your Lucky Q&A Day
Your Lucky Q&A Day

Questions? Comments?

This Friday the 13th is your lucky day as Don answers some important questions that could help you build wealth better:

How much c…

3 years, 4 months ago

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Your Advisor Expectations
Your Advisor Expectations

Today, Tom and Don share what they believe those who provide financial and investing advice should do for you, their clients. Plus, we hear from two…

3 years, 4 months ago

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Your Advisor Expectations
Your Advisor Expectations

Questions? Comments?

Today, Tom and Don share what they believe those who provide financial and investing advice should do for you, their clients. Pl…

3 years, 4 months ago

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Magical Thinking?
Magical Thinking?

A few mutual funds turned a profit in 2022. Are the managers magicians? Investors need to face reality. No one has a secret (legal) way to make you l…

3 years, 4 months ago

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Magical Thinking?
Magical Thinking?

Questions? Comments?

A few mutual funds turned a profit in 2022. Are the managers magicians? Investors need to face reality. No one has a secret (lega…

3 years, 4 months ago

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Higher Yields Help
Higher Yields Help

The demise of the 60/40 portfolio appears to have been short-lived as sharply higher rates on bonds have lifted the returns for the 40% invested in f…

3 years, 4 months ago

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Higher Yields Help
Higher Yields Help

Questions? Comments?

The demise of the 60/40 portfolio appears to have been short-lived as sharply higher rates on bonds have lifted the returns for t…

3 years, 4 months ago

Short Long
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Madoff Lessons
Madoff Lessons

Have we already forgotten the lessons imparted by the 40-year Madoff scheme that collapsed in 2008? We revisit the unbelieveable story of the bigges…

3 years, 4 months ago

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Madoff Lessons
Madoff Lessons

Questions? Comments?

Have we already forgotten the lessons imparted by the 40-year Madoff scheme that collapsed in 2008? We revisit the unbelieveable …

3 years, 4 months ago

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Friday Questions Return
Friday Questions Return

After being away for two holiday Fridays, Don is catching up on your questions (and comments):

Invest or pay off mortgage? Thanks for helping a frien…

3 years, 4 months ago

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