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Boomers Stick with Stocks

Author
Don McDonald
Published
Thu 22 Jun 2023
Episode Link
None

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?

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