Firing Your Financial Advisor and Becoming a DIY Investor — 6 Steps to Make It a Smooth Transition
If you want to fire your financial advisor and be a DIY investor—and yet you feel stuck—here are the steps to take to move on with your life.
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.
If you want to fire your financial advisor and be a DIY investor—and yet you feel stuck—here are the steps to take to move on with your life.
Last January, we asked for your 2023 crystal ball predictions. Now, let's look back and see what we got right and what we got wrong.
Beyond the boring world of index-fund investing lies a menu of alternative investments. As a Moderate-Income Physician, should you take part?
When Congress changed the inherited IRA rules, it got awfully confusing when and if you needed to take RMDs. Let's set the record straight.
Answering all kinds of reader questions, including queries about structured notes, asset protection, I Bonds, cash balance funds, and fees for different investments.
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Is lending securities through brokerage services like Vanguard or Fidelity actually a good idea? Let's explore all of your options.
It took me a while before I was comfortable doing my Backdoor Roth IRA. Here's how I overcame my confusion and now use it to my advantage.
Trying to determine whether you should invest in Avantis funds? Let's take a deep dive and compare it to what Vanguard offers.
Want to invest in an alternative real estate class that has low correlation to stocks and bonds? Investing in farmland might be the answer.
Are solo 401(k)s better than SEP-IRAs for an independent contractor? Here are the pros and cons of both plans for your small business.
In researching equities, the returns are easily found. Not so for risk metrics. So, how can investors think about risk to make good decisions?
Seeing a warning about unsettled funds can be startling. Here's what to know if you're buying investments with money that's not really there.
Some people looking for early retirement are afraid of the Age 59 ½ rule. But it's not difficult to get around, once you read the rules.
If you're trying to decide whether to use a state-specific municipal bond fund vs. a national bond fund, here's what to think about.
Yale’s enormous endowment is one of the best-performing investment portfolios in higher education. Can you use its strategy for yourself?
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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