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World of Opportunities
With U.S. stock prices running hot versus the rest of the world, could your portfolio benefit from more international stocks? Tom and Don share some numbers and historical data. We ask, is Robin Hood…
Published on 2 years, 1 month ago
Hedge Fund Fail
We share yet another example of the premise that luck is behind the success of most professional money managers. A new book portrays Ray Dalio, the founder of the giant hedge fund Bridgewater Associa…
Published on 2 years, 1 month ago
Four Q Day
This Friday, Don answers questions about:
How many beneficiaries of a 529 plan can transfer $35,000 into a Roth IRA? Does a micro-cap fund have a place in a portfolio? Should a retirement lump sum be…Published on 2 years, 1 month ago
A Mere Million?
The average American family’s net worth has risen to 1 million dollars, yet few of us have the money for a $500 million yacht. However, there are 16 million mini-millionaires in the United States. Ho…
Published on 2 years, 1 month ago
Working in Retirement
Retiring later seems like a viable option for those who failed to save enough to afford retirement. What is the reality of working past 65? What are the new 2024 retirement plan contribution limits?
W…
Published on 2 years, 1 month ago
Fiduciary Future?
After failing several times, the Department of Labor will try again to make all retirement plan advisors act as true fiduciaries. The insurance industry will be suing to keep you paying them high fee…
Published on 2 years, 1 month ago
Rent and Invest?
Buying a home may not be as smart as renting. Rising interest rates have pushed the cost of home ownership far above the price of renting a similar home. Yet, home prices have not fallen enough to of…
Published on 2 years, 1 month ago
T.G.I.F.B.I.A.Q.
It's Friday, and Don takes your questions:
What's with the weird ticker symbols for retirement plan funds? Does it make sense only to fund a mega-backdoor Roth IRA? Is it smart to loan a child money …Published on 2 years, 1 month ago
Small Investors Win?
Have small investors finally gotten smarter than the market? Using misleading data from Robin Hood, The Wall Street Journal tries to make traders appear prescient. Then, we answer these questions:
Wh…Published on 2 years, 1 month ago
High Costs of "Free"
Every year we are inundated with ads for Medicare Advantage plans. So, are there any real advantages and what are the downsides? One caller criticizes Medicare Advantage programs
Others ask:
About con…Published on 2 years, 2 months ago