Big Day for Q&A - podcast episode cover

Big Day for Q&A

May 12, 202329 minTranscript available on Metacast
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Episode description

This is a particularly good Friday question and answer session: When should a portfolio be rebalanced? What is the difference between VT and VTWAX? Her CFP uses Pershing. Are they okay? Where should a small child's UTMA be invested? Where should emergcy money be invested for safety? How to we feel about Rick Ferri saying that small cap value investing has failed? Learn more about your ad choices. Visit megaphone.fm/adchoices