Full Phone Lines

Tom's still on vacation. With so many calls left from yesterday's episode (Saturday's show), Don started with callers who had been on hold:

  • A relatively safe portfolio and how to invest it for inflation.

  • What should his grandmother do with the money that will probably be in her estate?

  • A couple with Wellington and Wellesley wonder what to do with them?

  • Does an irrevocable trust make sense?

  • How does Avantis Small Cap Value ETF compare with Vanguard's similar mutual fund?

  • Finally, Don explains Treasury I-Bonds?

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Fear in the Markets