Extra Income Risks

One of the biggest mistakes we make when managing our portfolio is failing to recognize the risks of reaching for greater yield.

What are companies doing with their excess cash? One seems to think that Bitcoin is safer than cash.

We hear from listeners about:

  • Our explanation of the election's effect on the markets.

  • Vanguard's disappointing customer service.

  • Avoiding the wash sale rule when moving money from one fund group to another.

  • The impact of changing rates on long-term bond funds.

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Wealth Secrets?

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Tricks, Treats, Birds, Bears, and Bucks