What Bond Fund Should You Hold?
Funds are a great way to hold bonds in a portfolio – but which ones should you use? Discussing the best ways you can diversify with bonds.
Funds are a great way to hold bonds in a portfolio – but which ones should you use? Discussing the best ways you can diversify with bonds.
If you are interested in adding a hedge to your portfolio, these are the speculative assets I think you should consider.
None of the cool kids are paying annual fees to their HSA providers anymore. But should you go with Fidelity or Lively? Well, it depends.
Should the foreign physician working in the United States save for retirement utilizing 401(k), 403(b), Roth IRA, and HSA accounts? It's a strategy worth serious consideration.
Are you scared of inflation? You should be! Here's specific advice about what to do as an investor to combat inflation in a low interest rate environment.
If you are over the age of 50, take advantage of retirement catch-up contributions to power up your goal of financial independence.
The best way to use real estate depreciation is against ordinary income. These are the two ways to do it.
Combating inflation is vital to successful investing. Know how it is measured, and what you can do with your portfolio to fight against it.
Your investing questions answered! Topics covered include how to calculate ROI, using a UTMA account, TIPS allocation, and dollar-cost averaging vs. lump sum.
The self-employed have plenty of options for retirement savings: an i401(k), SEP IRA, HSA, Defined Benefit/Cash Balance plans, etc. Which is best for you?
How should you manage inherited retirement accounts? Also questions about inflation, refinancing student loans before Oct.1, SEP IRA's to backdoor Roths, choosing a specialty, and more.
SPACS are "blank check" companies buying private companies they take public. Here's why my investment dollars won't be joining the frenzy.
I thought the Backdoor Roth IRA was so simple nobody would screw it up. Boy was I wrong. Here's how to get it right and make contributions a simple task.
The Coffeehouse Investor philosophy is essentially simplifying your investment portfolio for better returns so you can focus on living. We discuss elder care financial planning, crypto, factor investing, advisors, mistakes, and lots more.
Here's how a small, partner-run practice plan can implement the mega backdoor Roth 401(k) strategy to their ERISA 401(k) plan.