There are so many ways to invest successfully that the most important thing is to just pick something reasonable and stick with it. But it’s key to know which approach to take and why you’re picking that option.
Answering listener questions about competing financial priorities, including paying down debt, investing for retirement, buying a medical practice, and optimizing asset location between tax-deferred and Roth accounts.
Thanks to the One Big Beautiful Bill Act (OBBBA), the concept of qualified opportunity zones has been reinvigorated. Here's what to know.
What ratio of Roth to traditional to taxable should you be picking? After a great deal of study and calculation, we have the correct answer.
I know enough about investing to recognize the flaw in thinking that I should check the stock market every day. Here's how I've stopped.
Here's how you should consider whether to participate in a non-governmental 457 plan, its pros, and its cons.
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Answering listener questions about how FDIC and SIPC protections work and where they fall short, why money market funds can be a good option for holding significant cash, and what changing diversification classifications means for index fund investors.
The contribution limits for 401(k)s, 403(b)s, IRAs, and HSAs will change for 2027. Here's what you need to know.
Capital calls are usually submitted because something has changed or has gone wrong with a real estate investment. How should you respond?
The younger generations are forgoing investing and are instead gambling on sports to build wealth. It's a potentially tragic decision.
Very rarely do I get a question in my email inbox to which I don't know the answer. This was one of those times.
You should not use the terms "always" and "never" when it comes to the 401(k) vs. Roth issue. Here's why you probably need some of both.
Roth conversions aren't complicated. The decision about whether to do one and how much to convert absolutely can be. Here is a guide to help.
Bond yields are rising, and people are beginning to buy them. Should you, or should you hold off? What's the best plan going forward?
The Vanguard Total Stock Market Index Fund is my favorite fund, and you should give it serious consideration for your US stock exposure.
As unique as Bitcoin is, it brings unfamiliar responsibilities involving custody, security, and key management. How should you handle them?
Medical school may not have taught you about money, but we will.
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Get ready to take control of your financial life. You can do this, and we can help.
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