...Not the Market

Two (or more) of the biggest reasons you shouldn't rely on the S&P 500 for your stock market diversification. How should you properly diversify your equity portfolio?

Listeners want to know:

  • What do some of the numbers mean for ETF market quotes?

  • Do DFA funds charge 12b-1 fees?

  • How is a transfer from a regular IRA to a Roth reported?

  • What is the difference between investing with an insurance agent versus a fee-only advisor?

  • What should be done with some unexpected money?

  • What's the best way to talk with a friend about "real" investing?

Previous
Previous

Awful Annuity "Guarantees"

Next
Next

Money in Motion