Paul fields a question from a listener about unmet expectations from a family member regarding an inheritance and shares why bringing an estate lawyer into these mediations is important. Later, Paul responds to the article “Odds Are, You’re Better Off Buying an Index Fund. Here’s Why.” Paul explains why index funds are better than actively managed funds but are still problematic. Paul shares which area of the market that indexing works well in.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.