10 Reasons I Invest in Index Funds
Most of my portfolio is invested in index funds. I hope that's not news to you. Here are 10 of the reasons why.
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.
Most of my portfolio is invested in index funds. I hope that's not news to you. Here are 10 of the reasons why.
A separately managed account (SMA) is when you pay an investment manager to pick stocks for you. Is that really a good idea, though?
Answering listener questions, where we break down the pros and cons of reinvesting dividends automatically vs. manually, explore how to balance the risk of relying on a pension and 457(b), and talk about common 1099 pitfalls.
Answering listener questions about the pros and cons of traditional vs. Roth contributions, merging finances when a spouse has no income but owns an IRA, and how to maximize annual contributions to a solo 401(k).
Get a handle on asset location. Here are six high-yield principles that teach how to choose the right investments for the best account.
Enroll in WCI Financial Boot Camp, a FREE 12-week email course to improve your financial life.
You can unsubscribe anytime using the link at the bottom of any email.
Sometimes fourth-year medical students ask me, "Should I rank the program that offers a retirement match higher?” Here's what I tell them.
Fidelity has started offering a youth account, and some wonder if it is a good idea for their teenager. Here's what you need to know.
Traditionally, the best way to manage a portfolio is to use a fixed asset allocation. But that's not the only way to manage your bonds.
Answering listener questions where we talk about methods to save up for an early retirement, how to calculate the 4% rule, and how to think about capital preservation.
If you want to function as an intelligent, functional lifelong investor, you must understand how investment returns work. Here's all to know.
Answering listener questions about asset location, TIPs (when and if you should use them), and whether it is too risky to have a 100% stock portfolio.
Until this year, we had never owned an actual residential investment property. Here's how we went about finding the (hopefully) perfect spot.
I've often asked myself, "If you could design a financial planning firm from the ground up, what would it look like?" Here's the answer.
Plenty of DIY investors try to figure out how to fit all assets into their portfolio. Newsflash! Not everything goes into your portfolio.
Diversification means different things to different people. I see six levels of diversification. Make sure you nail at least the top three.
Medical school may not have taught you about money, but we will.
We will never sell your information. Modify your preferences or unsubscribe at any time.
Get ready to take control of your financial life. You can do this, and we can help.
We won't sell your information. Modify your preferences or unsubscribe at any time.
