11 Q&A- Finding an advisor, educating kids, robo-advising, changing asset allocation and more
In the process of looking for a document I came across a group of questions that had been hidden away in my saved documents.
The good news is the list included some great questions. The bad news is I'm not sure which presentation generated the questions.
1. What are the best investments to make and what milestones should an investor reach?
2. Do you recommend a solo 401k or SEP IRA for a single employee LLC that will never have employees? Recommended reading from Truth-Teller Jim Dahle- https://www.whitecoatinvestor.com/sep-ira-vs-solo-401k/
3. How much more do you think Avantis Small Cap…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.