Ep. 2003: Seven Styles, One Portfolio

Don and Tom dismantle the idea that investors need to choose one narrow “style.” Growth, value, small companies, momentum, and passive investing are ingredients—not competing identities—and the sensible answer is a globally diversified, low-cost portfolio built to work together. They also answer questions about arranging stocks and bonds across a Roth and rollover IRA, helping a late-starting saver use a 403(b) and Roth IRA, and whether a 30-year Treasury yielding more than 5% is really a sa...