Leveraging ETFs, Moving from Cash to Equities, A Track Record You Can't Trust and more Q&A
1. My husband and I are moving to Fidelity to set up your Ultimate Buy and Hold Portfolio. How do we make the change from our holdings to your portfolio? Do I have to sell all of my holdings? Plus we want to find an hourly advisor to help. Can you make a recommendation? 1:45
2. I have $1million in a money market fund. Do you think it is time to start reducing the cash position and moving to short term bonds or equity ETFS? 8:45
3. Are target date funds the same as all in one funds? 17:15
4. I would like your guidance on the decision to put together a S&P 500 and Small Cap portfolio using 3 to…
The skinny
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