Can You Bank On Riches?

Investing is risky. CDs are safe. So, why not put your money in the bank for ten years at high rates? Tom and Don debunk the popular myth that there is easy, safe money. Remember, the money media will tell you what you want to hear. Listeners want to know:

  • What do we think of a loaded, managed mutual fund portfolio?

  • What are our thoughts on bond fund durations, and what's a good time frame?

  • Does taking an extra risk with a retirement portfolio makes sense?

  • What's our opinion on Schwab's private client services?

  • How do fiduciary advisors get paid and how much?

  • What are advisors still recommending bond funds?

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Too Large to be Small

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