What Is Asset Location? Tax-Efficient Fund Placement
Get a handle on asset location. Here are six high-yield principles that teach how to choose the right investments for the best account.
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.
Get a handle on asset location. Here are six high-yield principles that teach how to choose the right investments for the best account.
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.
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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.
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.
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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