TGIQAF

In this week's Friday Q&A edition:

  • How safe are investment in brokerage accounts?

  • Why shouldn't someone tranfer an IRA to Robin Hood to collect a 3% bonus?

  • What do we think of Fisher Investments "bucket" strategy?

  • How should money be invested for the beneficiary of a special needs trust?

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Returns Matter More

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Small Index, Big Stocks