The Fidelity Youth Account — Should You Use It?
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.
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.
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.
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.
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.
I'm actually mostly anti-AUM fees, but the pushback against them has gotten out of hand—and it's time for something to be said.
Answering questions from the residents in the audience who are wondering about saving vs. investing, buying houses, physician loans, and Roth IRAs.
The contribution limits for 401(k)s, 403(b)s, IRAs, and HSAs will change for 2026. Here's what you need to know.
Roth conversions and contributions may be the most challenging topic in personal finance and investing. Here's how to utilize them.
Answering reader questions about how to understand and select employee stock ownership plans, selecting disability insurance from work and the tax implications of that, and potentially investing in an SPDA.
Tax-deferred retirement accounts can reduce taxes, protect assets, plan your estate, and boost returns. Ignore them at your peril.
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.
