BONUS call 028

This week on the BONUS call we’re going to the beautiful Pacific Northwest to chat with Diane from Portland, Oregon.

BONUS call 027

Ari, a physician, has been accumulating assets for several years and recently realized that the bulk of his money is in stocks. Now Ari is thinking his portfolio should be more balanced but he’s worried about the tax hit if he starts moving things around.

BONUS call 026

This week on the BONUS call it’s yet again the all too familiar question about heavy, heavy student loan debt.

BONUS call 025

Up until now everything David has saved has been 100% invested in stocks. Now that he’s in his 30s is it time to start diversifying?

BONUS call 024

Up until now everything David has saved has been 100% invested in stocks. Now that he’s in his 30s is it time to start diversifying?