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Keep Messing Up
In this episode, we explore a couple of the big mistakes investors make and clearly and simply explain how to avoid. But, we know most of you will ignore our advice. Thank you! Listeners ask:
Is a 4…Published on 2 years, 3 months ago
Bleak Future for Gen X?
Is Generation X in retirement funding trouble? With few pensions, low savings, and small portfolios, will Gen X be able to retire comfortably? The listeners ask Don and Tom:
What do we think of "def…Published on 2 years, 3 months ago
Pre-Labor Day Q&A
In today's end-of-week edition of interaction between listeners and Don:
Would the tax savings from a deductible 401k beat the tax-free aspect of a Roth 401k? Will savings be adequate to provide inco…Published on 2 years, 3 months ago
Too Large to be Small
If you want to overweight small cap stocks, be aware that small cap index funds are filling with larger sized securities. How can you make sure your small cap portfolio is actually small? Then, liste…
Published on 2 years, 4 months ago
Can You Bank On Riches?
Investing is risky. CDs are safe. So, why not put your money in the bank for ten years at high rates? Tom and Don debunk the popular myth that there is easy, safe money. Remember, the money media wil…
Published on 2 years, 4 months ago
Quacks Like a Commission
We discover that Vanguard charges fees to buy and sell some of their mutual funds. What's the difference between a transaction fee and a commission? Plus, are friends and family the best resource for…
Published on 2 years, 4 months ago
Be a Famous "Stopped Clock"
Apparently, to become a famous market prognosticator, you only need one accurate guess. Tom and Don wonder why we still hang on the advice of those who rarely, if ever, make a correct guess about mar…
Published on 2 years, 4 months ago
More Friday Questions
Here are today's questions:
Is a friend working with a good advisor? What's the best way to move money from an appreciated mutual fund to a more tax-advantaged fund? How does an organization determin…Published on 2 years, 4 months ago
New No-Risk ETF
We all want to make lots of money with no risk. Well, you can't have both. That hasn't stopped many in the financial and insurance business from creating products designed to make it appear you can r…
Published on 2 years, 4 months ago
Retirement Is In Your Hands
Most of us are not ready for a financially secure retirement. Americans are increasingly on their own when it comes to creating a life-long retirement income stream. What will it take to make us bett…
Published on 2 years, 4 months ago