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Pre-Christmas Question Day
The questions may not be festive, but they're important, and Don answers them:
How should assets be allocated across different types of accounts? What happens to the money in a 529 plan if the custod…Published on 2 years ago
When Managers Go Away
Another problem with actively managed mutual funds is the mortality of managers. What happens if you rely on the incredibly rare, super-smart, practically prescient money manager, and they go away? P…
Published on 2 years ago
Real Investing is Hard
A new academic study concludes that you might be better off avoiding bonds. Tom and Don discuss whether a strategy that potentially risky makes sense for you. We discuss the sorry state of most inves…
Published on 2 years ago
Stop Hurting Yourself
We keep making damaging financial mistakes. Are you ready to manage your money better and actually invest? Tom shares some terrible investing advice from an academic paper, and we discuss the sorry s…
Published on 2 years ago
Bitcoin and Gold Heat Up
The price of both Bitcoin and gold have soared recently. Has anything changed that might make them attractive investments? Plus, there is more evidence that those who chase returns using mutual funds…
Published on 2 years ago
Cool Days Q&A
After Don grumbles about the length of the holiday season, he goes on to answer listeners questions:
Does it make sense to use a 529 Plan to make future Roth IRAs for grandkids? Is the 4.7% interest …Published on 2 years ago
Avoiding Bad Advice
Investing "professionals" run the gamut from highly skilled and honest to truly dangerous. How can you avoid the mediocre to crooked financial advice providers out there? Tom and Don have some simple…
Published on 2 years ago
Unexpected Taxable Events
The end of the year often brings mutual fund investors an unpleasant surprise that can raise taxes; the realized capital gains distribution. How can you avoid this tax surprise? Are traditional mutua…
Published on 2 years ago
Lifelong Income Strategies
What's the best way to create a retirement income stream from your investment portfolio. Today, Tom and Don share four popular income strategies. Then, we hear from you (actually, a few of you):
Does…Published on 2 years ago
Pensions Staging Comeback?
Once thought to be nearly extinct (except for government workers), some major employers are bringing back the old fashioned pension plan. Does the apparent certainty of a pension make it a better ret…
Published on 2 years, 1 month ago