United Healthcare has been using expensive funds in their 401k plan. Should they have looked for cheaper products? Looks like a court will decide. Then we take lots of listener questions: Is Vanguard getting out of mutual fun...
As the market collapsed again, how bad has the market actuall been for real investors? Then, what should you do with your student loan forgiveness? How do you pick the right mutual funds? We share the latest chapter in the AM...
Don spends another day answering listeners questions: What to we think about market timing? How can he add small and emerging markets with a mediocre 401k? What is the worst case scenarion for an I-Bond buyer? What is a basis...
We explore one of those lists of the "best" financial "advisors." What makes this list of commissioned brokers the "best" wealth managers? We ask and answer that question. Plus, listeners want to know what to do with a bunch of Microsoft stocks and what is the difference between Dimensional and Ava…
Tom is back. First, we discover that active mutual funds can pick their own securities benchmarks against which they are compared. Now, it appeard that insitutional fund managers are setting their own performance targets to i...
Don't like the way your active mutual fund compares to the competition? No problem. Just pick a better benchmark. It's perfectly legal and very effective at misdirecting investors. Don also considers the arguments that index funds are un-American. Yet, only a tiny percentage of active funds beat th…
Don dives into one of his biggest issues with the financial services industry. Many insurance companies are lying their way into the retirement plans of educators, medical workers, and public employees and sucking out HUGE fe...
Thanks for all the great questions. Here's what Don answers in this episode: How should bonds be added to a portfolio? Is it time to abandon the sinking ARKK? Does Crowdstreet look like a good investment? Will a 70-year old e...
Today Don dives into Morgan Stanley's form ADV and a sample crokerage statement to try and help you understand how much you might be paying for investing advice. Be sure to watch the video to get the visual details at youtube...
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