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Oct. 31, 2023

Spike Setbacks

Don goes it alone for a couple of episodes. It appear that mist of the financial setbacks over the past fifty years have followed periods of rapidly rising rates. What can you do to protect against risng (and falling) interest rates? What is the historical norm for rates? Plus, Don talks about the first-of-its-kind target date ETF. Callers ask: What should be done with his stock portfolio in the current market? Why is my retirement plan at work showing a large loss? Should a portfolio of a...

Show Notes

Don goes it alone for a couple of episodes.
It appear that mist of the financial setbacks over the past fifty years have followed periods of rapidly rising rates. What can you do to protect against risng (and falling) interest rates? What is the historical norm for rates? Plus, Don talks about the first-of-its-kind target date ETF.
Callers ask:

What should be done with his stock portfolio in the current market?

Why is my retirement plan at work showing a large loss?

Should a portfolio of active funds be moved to index funds?

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