Q&A Duo

Written By Don McDonald

In this Q&A episode, Don and Tom address listener questions about comparing Vanguard funds with Avantis Global Equity Fund, review an Army officer's retirement portfolio, provide debt management guidance for a young professional, discuss options for handling an old 403(b) plan, and explain fund benchmark comparisons for Dimensional Funds.

  • [0:04] Introduction and explanation for Q&A format change

  • [3:07] Comparing Vanguard funds to Avantis Global Equity Fund (AVGE)

  • [7:34] Army officer's retirement planning and investment portfolio review

  • [16:34] Debt hierarchy guidance for young professionals

  • [18:11] Managing an old employer 403(b) plan at Fidelity

  • [21:54] Understanding Dimensional Funds performance vs benchmarks

Don McDonald
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