Harvesting Equity Wealth

Once, dividends account for a large part of stocks' returns. Today they are far less important. Does it make sense for investors to chase after high dividends? Don shares the past power of a simple balanced fund.

Listeners ask:

  • Is a CD the best place to invest real estate proceeds for retirement income?

  • How does rental income compare to income froma diversified portfolio?

  • Can large positions in single stocks be combined into a fund to avoid capital gains?

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The ETF Innovation

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Better Than 403b Plans