The 6 Stages of Diversification — Where Are You?
Diversification means different things to different people. I see six levels of diversification. Make sure you nail at least the top three.
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.
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.
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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.
If you have access to TIAA’s real estate account and you're thinking about investing in QREARX, here's what you should be thinking about.
What should you invest in if you're really, really worried about the current level of the US debt? There are plenty of options to consider.
Many founders who think they have a great business idea ask private investors, aka angel investors, to make their dream a reality.
Every year, millions face one of the most challenging math questions in personal finance. How do you figure out whether to take an HSA?
Learn how mandatory 403(b) contributions can significantly increase your retirement savings potential while maximizing tax-deferred space in 2025.
Too many novice investors are not familiar with the dividend irrelevance theory. But it's important to know about, so let's talk about it.
Answering reader questions about the financial details of a stock quote, investing in bonds for the first time, investing in private equity, and changes at Vanguard regarding SpecID.
President Trump has signed an executive order making it easier for 401(k)s to include alternative investments and crypto. Is it a good idea?
Medical school may not have taught you about money, but we will.
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