About this episode

Don answers questions about financial services careers, direct indexing strategies, Avantis ETFs, and diversification debates.

Don flies solo for a Friday Q&A, fielding questions on switching into financial services careers, the risks and reality of “enhanced” direct indexing strategies, whether newer Avantis ETFs add real value, and a classic diversification debate sparked by Markowitz and Bessembinder research. He emphasizes that financial advising is primarily a sales-driven business, warns against overly complex and leveraged investment strategies being pushed by Wall Street, reinforces the importance of broa...

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