Compare Better

How does a DFA global 60/40 portfolio compare with the S&P 500. Are they fair to compare? Plus we take lots of questions on:

  • Moving from drugs to money management.

  • The differece between wills and trusts.

  • The best Fidelity idex funds.

  • Using HSA money to pay long-term care premiums.

  • Keeping your kids in the estate after you die.

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Investing Illusions

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A Day fror Q and A