Comments on: My Friend’s $250,000 Mistake https://wealthyretirement.com/financial-literacy/my-friends-250k-mistake/?source=app Retire Rich... Retire Early. Wed, 10 Dec 2025 07:22:36 +0000 hourly 1 https://wordpress.org/?v=6.8.3 By: James White https://wealthyretirement.com/financial-literacy/my-friends-250k-mistake/#comment-464014 Wed, 10 Dec 2025 07:22:36 +0000 https://wealthyretirement.com/?p=34516#comment-464014 Hi Mark,

I’m seventy-three years old. Most of my investments are in US Treasuries, money markets, and corporate bonds, which I’ve been happily accumulating thanks to your expertise. I also have a small number of individual stocks, some of which pay dividends. Which index funds do you recommend for someone like me to move some of my Treasuries as they mature and non-dividend-paying stocks?

Many thanks from a loyal reader and fan,

James

]]> By: David https://wealthyretirement.com/financial-literacy/my-friends-250k-mistake/#comment-464013 Wed, 10 Dec 2025 00:00:29 +0000 https://wealthyretirement.com/?p=34516#comment-464013 Marc,
I still don’t understand. If your friend would have invested seperately in Microsoft (Nasdaq: MSFT), Apple (Nasdaq: AAPL), Eli Lilly (NYSE: LLY), Costco (Nasdaq: COST)

]]> By: Frank Hazeldine https://wealthyretirement.com/financial-literacy/my-friends-250k-mistake/#comment-464012 Tue, 09 Dec 2025 22:36:47 +0000 https://wealthyretirement.com/?p=34516#comment-464012 Food for thought

]]> By: Jeffrey Blesener https://wealthyretirement.com/financial-literacy/my-friends-250k-mistake/#comment-464011 Tue, 09 Dec 2025 22:28:56 +0000 https://wealthyretirement.com/?p=34516#comment-464011 Marc: Your concept is well demonstrated and I agree completely. However in this case, your friend might have had no other choise to risk the $250,000 as seed money. Perhaps there were not enough Angel Investors to kick things off for him unless he spotted the $250,000 on paper to get attention. It seems to have worked! In summary, what was his return overall?

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