What to Do with Suboptimal Assets in Your Portfolio
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?
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.
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.
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.
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.
If you have a large windfall or rollover and the stock market is at all-time highs, does that change the lump sum vs. DCA debate?
Now that the SEC has approved Bitcoin ETFs, here's all you need to know about them, including whether you should start investing in crypto.
On this Friends of WCI episode, we answer reader questions about if you should use a professional for your taxes or do them yourself, if it is ever a good idea to over-contribute to a 403(b), and the difference between average cost basis and actual cost basis.
Do you need to spread your money between various investing companies in case something happens to one of them? Here's how to think about it.
It's hard to complain about the returns on the stock market in 2023. But the real estate in our portfolio had a bumpy ride.
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.