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Show Notes
Do you need a robo advisor to help you create a fixed-income portfolio? Can they make you more money while also charging you more? We compare a robo advisor bond buying service to cheap bond ETFs. Plus, we take listeners' questions:
Will returns rise if you never rebalance your portfolio?
A salesperson suggests moving an old 403b to his Roth IRA. Should I ask if he's a fiduciary?
Learn more about your ad choices. Visit megaphone.fm/adchoices
Will returns rise if you never rebalance your portfolio?
A salesperson suggests moving an old 403b to his Roth IRA. Should I ask if he's a fiduciary?
Learn more about your ad choices. Visit megaphone.fm/adchoices