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Financial Deja Vu?
Financial Deja Vu?

Questions? Comments?

Don and Tom open with an honest reflection on market déjà vu—how today’s investing climate echoes the speculative excesses of 192…

5 months ago

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Financial Cockroaches
Financial Cockroaches

Don and Tom go after one of their favorite targets: bad actors in the financial industry—especially those who flee regulation by becoming insurance s…

5 months, 1 week ago

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Financial Cockroaches
Financial Cockroaches

Questions? Comments?

Don and Tom go after one of their favorite targets: bad actors in the financial industry—especially those who flee regulation by …

5 months, 1 week ago

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Hard to Diversify
Hard to Diversify

Don and Tom tackle the timeless topic of diversification — why it’s back in style, why it’s so hard to maintain, and why most investors (and pros) st…

5 months, 1 week ago

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Hard to Diversify
Hard to Diversify

Questions? Comments?

Don and Tom tackle the timeless topic of diversification — why it’s back in style, why it’s so hard to maintain, and why most inv…

5 months, 1 week ago

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T&R Q&A
T&R Q&A

Tom Cock and Apella Wealth advisor Roxy Butner team up for a lively listener Q&A episode covering everything from the new wave of penny-stock IPOs to…

5 months, 1 week ago

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T&R Q&A
T&R Q&A

Questions? Comments?

Tom Cock and Apella Wealth advisor Roxy Butner team up for a lively listener Q&A episode covering everything from the new wave of…

5 months, 1 week ago

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Questions Abound
Questions Abound

Don and Tom tackle another full “Q Day,” answering listener questions on Roth fund selection, bond fund gimmicks, real estate returns, California’s o…

5 months, 1 week ago

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Questions Abound
Questions Abound

Questions? Comments?

Don and Tom tackle another full “Q Day,” answering listener questions on Roth fund selection, bond fund gimmicks, real estate ret…

5 months, 1 week ago

Short Long
View Episode
Now or Later?
Now or Later?

Don and Tom revisit the Social Security debate after new Wall Street Journal and New York Times articles challenge long-standing advice to delay clai…

5 months, 1 week ago

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