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Index Issues
Index Issues

As Tom and Don meet up at Lake Chelan, they discuss:

2:58 Index Fund Disadvantages 13:56 Market Decline in September 21:47 Avoiding the Herd Menta…

1 year, 7 months ago

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Index Issues
Index Issues

Questions? Comments?

As Tom and Don meet up at Lake Chelan, they discuss:


2:58 Index Fund Disadvantages


13:56 Market Decline in September


21:47 Avoiding …

1 year, 7 months ago

Short Long
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Ultimate Volatility?
Ultimate Volatility?

In this episode, Tom and Don are in the same room discussing:

6:38 Securing Your Financial Future 10:27 Understanding Risk Tolerance 14:22 The Ins…

1 year, 7 months ago

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Ultimate Volatility?
Ultimate Volatility?

Questions? Comments?

In this episode, Tom and Don are in the same room discussing:


6:38 Securing Your Financial Future


10:27 Understanding Risk Toleranc…

1 year, 7 months ago

Short Long
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Answers from Chelan
Answers from Chelan

This week Don takes questions about:

2:00 Investing for Grandson 4:14 Evaluating 401k Investments 6:50 Revising Investment Portfolio 8:10 WEP and…

1 year, 8 months ago

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Answers from Chelan
Answers from Chelan

Questions? Comments?

This week Don takes questions about:


2:00 Investing for Grandson


4:14 Evaluating 401k Investments


6:50 Revising Investment Portfolio…

1 year, 8 months ago

Short Long
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Fiduciary Rule Falls?
Fiduciary Rule Falls?

In another traveling episode, we discuss:

1:01 Retirement Savings Importance 2:10 Court Ruling Impact 3:59 Common Retirement Mistakes 6:25 Failin…

1 year, 8 months ago

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Fiduciary Rule Falls?
Fiduciary Rule Falls?

Questions? Comments?

In another traveling episode, we discuss:


1:01 Retirement Savings Importance


2:10 Court Ruling Impact


3:59 Common Retirement Mistake…

1 year, 8 months ago

Short Long
View Episode
Old Fund Idea Fails
Old Fund Idea Fails

Don joins Tom from a dairy farm in Elk, Washington to explore the history and structure of closed-end funds. They discuss a recent fund by Bill Ackma…

1 year, 8 months ago

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Old Fund Idea Fails
Old Fund Idea Fails

Questions? Comments?

Don joins Tom from a dairy farm in Elk, Washington to explore the history and structure of closed-end funds. They discuss a recen…

1 year, 8 months ago

Short Long
View Episode

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