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Show Notes
The "Baby Boom" generation continue to own a large percentage of their wealth in stocks. Are they taking too much risk or are they saavy investors?
Then, listeners ask Tom and Don:
Can couples get around the "wash sale rule" by trading in their seperate accounts?
Should a portfolio's missing asset class be purchased slowly or all at once?
Learn more about your ad choices. Visit megaphone.fm/adchoices
Then, listeners ask Tom and Don:
Can couples get around the "wash sale rule" by trading in their seperate accounts?
Should a portfolio's missing asset class be purchased slowly or all at once?
Learn more about your ad choices. Visit megaphone.fm/adchoices