Big Day for Q&A

This is a particularly good Friday question and answer session:

  • When should a portfolio be rebalanced?

  • What is the difference between VT and VTWAX?

  • Her CFP uses Pershing. Are they okay?

  • Where should a small child's UTMA be invested?

  • Where should emergcy money be invested for safety?

  • How to we feel about Rick Ferri saying that small cap value investing has failed?

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Monkey Money Managers?

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Nobody's That Smart