Why Buying Individual Municipal Bonds Doesn’t Boost Your Return Over a Bond Fund
Let's explore the many reasons why buying individual municipal bonds instead of bond funds might not be the right choice for you.
Let's explore the many reasons why buying individual municipal bonds instead of bond funds might not be the right choice for you.
Along with Friend of WCI Chad Chubb, we answer reader questions about when an IRA is too big to convert to a Roth, how long you can wait to do the conversion in a Backdoor Roth, and the difference between wants and needs.
I'm always interested in finding good private real estate lending funds. Here's why I like this asset class and what I look for in a fund.
A white coat investor was recently scammed. Here's what happened to that investor doc and how they got involved in a pump-and-dump scheme.
This Backdoor Roth IRA tutorial takes you step-by-step through the contribution process including Form 8606, tax implications, common mistakes, and lots more.
When you have suboptimal assets in your investment portfolio that you wouldn't choose to buy today, what's the best way to get rid of them?
Answering reader questions about paying taxes on your rollover IRA contributions to a Roth, Mega Backdoor Roths, 529s, and the advantages and disadvantages of saving for your kids with a UTMA or parental brokerage account.
People think the economy is doing terrible when it is actually going great by any objective measure. Let's explore why people think this way.
What happens when one of the properties in your real estate syndication goes to zero? It's not good, but it could also be a lot worse.
Our Health Savings Account has grown and grown and grown. Now, it's into six-figure territory. Here's how we did it and what we'll do next.
Would you quit working if you won the lottery? Financial independence is a lot like winning the lottery, but different in a number of ways.
Whether you’re new to investing or an investment veteran, a three-fund portfolio could help you reach your long-term investment goals.
Here’s a deep dive comparing ITOT vs. IVV to help you understand how these ETFs may fit into your portfolio and investment strategy.
Taylor Larimore has officially entered into centenarian status. Let's celebrate his 100th birthday by picking his brain about finance.
An interview with financial media star Paula Pant, one of the WCICON24 keynote speakers. Paula and Jim talk about Permabears, the current housing market, Bitcoin ETFs, and how she combatted burnout.