Memorial Day Q&A

Written By Don McDonald

In this episodes, Don answers listeners questions about:

  • 3:15 Seeking a Fee-Only Fiduciary Advisor for Aging Parents

  • 6:24 Uncovering Red Flags in Financial Advisor Disclosures

  • 11:44 Evaluating the Dodge & Cox Income X Bond Fund

  • 12:46 Importance of Reading Form ADVs for Investment Advisory Firms

  • 18:17 The Aftermath of Removing Social Security

  • 19:11 Understanding Mutual Fund Return Reports

  • 21:24 Replacing Vanguard Bond Fund BND with Risky Alternatives

Don McDonald
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