Fiduciary Future?

After failing several times, the Department of Labor will try again to make all retirement plan advisors act as true fiduciaries. The insurance industry will be suing to keep you paying them high fees and commissions. If you want excitement, find it anywhere but in investing. What are the lessons of the convicted fraud perpetrated by Sam Bankman-Freid and FTX?

Our listeners want to know:

  • Should an investor move from one small-cap value fund to another?

  • What's the best way to invest money for grandkids' long-term future?

  • What should be done with a capital gain from real estate to avoid taxes?



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Working in Retirement

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Rent and Invest?