Too Complex, Too Illiquid, Too Expensive

Of course, we start the episode with a little stock market pep talk (very little), then Don takes a slew of questions beginning with one about how to move money from a taxable account in an IRA without invoking the Wash Rule.

A caller asks about the need for bonds in a portfolio that leads to a bit of head-scratching on Don's part as to why the caller owns complex illiquid alternative funds like those from Stone Ridge.

A retiree wants to know whether it is better to rent an apartment or buy a condo.

Another wonders why now is the time to fund a Roth IRA.

A finally, Don is asked for the names of the two funds he likes at Vanguard.