Designation Decipher

Great calls and valuable information to help you manage money better. Don answers questions on finding a fiduciary advisor and the meanings of various professional designations. He also takes calls of 529 plan allocation and getting a late start on retirement. He also offer some thoughts on global investing, actively managed funds, and why risk so important in growing your funds. 

  • Some information on fiduciaries and the acronyms they use. 
  • Why investing globally is so important.
  • How to properly allocate funds in 529 accounts. 
  • The relationship between risk and return.
  • The dangers and expenses of actively managed funds.
  • Approaching retirement with very little money.