Episode 212: Revocable Trusts, Portfolio Management And Small Cap Funds
Oct 13, 2022
30:57
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In this episode we answer emails from Sue, Vern and Rene. We discuss revocable trusts, where and where not to get them and why or why not you might want one, the mechanics of rebalancing and drawing down on a portfolio with multiple accounts, and the differences between various small cap funds like IJR, IJS, IJT and VIOV.
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