A Q&A Deluge

We have been getting an outpouring of written questions and very few spoken ones. So, with a little help from a cast of AI voices, Don attacks the surge of queries about:

  • Who should be on the financial Mount Rushmore?

  • An older question about short-term bond funds and retirement accounts.

  • Alternative fee structires for financial advisors.

  • How to invest for a 12-year old daughter?

  • Capital gains tax avoidance on non-owner occupied rreal estate.

  • Investing in sector funds.

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Ill-Advised Swagger

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Annuities & Fiduciaries