Fewer Q Friday
Don fields listener questions on asset allocation, advisor timing, and investing complexity with his usual bias toward simplicity and self-awareness. He emphasizes that the decision to add bonds isn’t about age but about emotional tolerance for loss, shares his own shift to a more conservative 55/45 portfolio, dismisses futures markets as largely speculative noise for most investors, and advises a listener nearing retirement that while there’s no urgency to hire an advisor, the value of planning—especially around taxes and income …
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