Pre-Holiday Q&A Day

Today, Don answers questions about:

  • Adding a small cap ETF to a Vanguard portfolio.

  • Will interest rates ever get back to "normal?"

  • The tax ramifications of liquidating a variable annuity.

  • Diversifying further with a Fidelity REIT fund.

  • Investing in real estate through a REIT or through crowdfunding.

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6.23.17 – Telling the Truth

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Insurance Product Overkill