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T@# Time Prep
What you can do now and later this year to reduce your tax bill. Plus, we talk about a non-financial talk show that spews bad words ("F" instead of "T").
Listeners ask us:
Should you short the long Cr…Published on 2 years, 9 months ago
What Will You Do?
With the retirement upheaval in France, Tom and Don discuss when should we retire and what will we do then. Plus, when it comes to investing, ignorance might actually be bliss.
Callers want to know:
O…Published on 2 years, 9 months ago
More Banking Bedlam
Welcome to March Money Madness. With several banks teetering what should you do with your money. One banker tries to comfort his depositors by offering his personal cell number. Plus, we answer the b…
Published on 2 years, 9 months ago
Q&A: Bonds and Ladders
In this week's question and answer episode:
Should he sell his bond funds and create a CD ladder? Can funds from a managed account go into an IRA? Is Fidelity's Brokerlink option for 401k plans a goo…Published on 2 years, 9 months ago
Moody About Money
Emotions are good for many things, just not for investing. Tom and Don discuss the many money moods that can be financial future killers. Plus, we hear from listeners about:
A 401k that only offers P…Published on 2 years, 9 months ago
Banking Worries Continue
The fallout from Silicon Valley Bank's failure continues to impact the investing markets. Should you be concerned? What should you do?
Plus, listeners want to know the following:
Who writes those almo…Published on 2 years, 9 months ago
Sophisticated Alternatives?
Are stocks and bonds not good enough for you? Why not take on some of those sophisticated investments used by college endowments? We'll tell you why not. Plus, another reason to avoid individual stoc…
Published on 2 years, 9 months ago
Bank Run 2023
Tom and Don discuss the collapse of Silicon Valley Bank and what it means for you and your portfolio. We also talk about the "run" on Social Security as retirees take early withdrawals in a panic.
We …
Published on 2 years, 9 months ago
Q&A: Another Way to Roth Kids
Today's questions and comments include the following:
Another way to fund a child's Roth IRA. Can regular in-service transfers be made from a bad SEP-IRA into a traditional IRA? Does using a margin l…Published on 2 years, 9 months ago
Disciplined Market Timing
Another academic study looks at a popular, structured market timing system based on the relative valuation of stocks. Has it worked?
How does Vanguard Small Cap Value ETF complare with the Vanguard R…Published on 2 years, 9 months ago