Boomers Stick with Stocks

The "Baby Boom" generation continue to own a large percentage of their wealth in stocks. Are they taking too much risk or are they saavy investors?

Then, listeners ask Tom and Don:

  • Can couples get around the "wash sale rule" by trading in their seperate accounts?

  • Should a portfolio's missing asset class be purchased slowly or all at once?

Previous
Previous

First Summer Day Q&A

Next
Next

The Dream of Easy Money