A Mere Million?

Written By Don McDonald

The average American family’s net worth has risen to 1 million dollars, yet few of us have the money for a $500 million yacht. However, there are 16 million mini-millionaires in the United States. How do you join the millionaire (or upper-middle) class? LIsteners ask:

  • Does it make sense to tax-loss sell a total bond ETF to a tax-free bond ETF?

  • Should you sell funds when they have gone up 20%?

Don McDonald
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