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.
Get a handle on asset location. Here are six high-yield principles that teach how to choose the right investments for the best account.
Reviewing three real estate investing books today for our Continuing Financial Education Week.
It's our annual Continuing Financial Education Week here at WCI! Today I discuss ideas from J. David Stein's "Money For The Rest Of Us".
Have you thought of turning your home into a rental? Here are six questions to help decide if it's the best choice for you.
Uncompensated investment risk doesn't increase, and may even decrease your expected return. Avoid it through diversification.
Discussing my favorite spot on the real estate continuum--individual real estate funds--and how they can be accessed with out the typical $100K+ investment.
Some bloggers think an AUM model is just as bad as a commissioned model for financial advice. I'm not one of them, but you do need to ensure you are getting good advice at a fair price.
Portfolio rebalancing is one of many "investing chores" to master if you wish to be a Do It Yourself Investor. Here's a spreadsheet to get it done easily.
Here are several ways to increase your investment return and reach your financial goals without ever needing a working crystal ball.
Think twice before passing up the tax break of a 401K. Here I quantify the benefits of tax-deferred, tax-free growth to see how much a 401k is really worth.
People know that "bonds go down when interest rates go up" but they're missing the full message. Here are 6 lessons to learn about bonds and interest rates.
Find out if you can take advantage of contributing after-tax dollars in your 401k via the mega backdoor Roth IRA. Also talking using margin in a portfolio, the index fund "bubble" and more.
Use mutual funds to simplify your investing life but don't give away the farm by paying unnecessary loads, fees, or ridiculous expense ratios.
Wondering why everyone is snickering when you mention you buy individual stocks based on the recommendation of a newsletter? Here's the secret that better-informed investors already know.
Today we talk about the best way to rebalance a portfolio, buying a home while still having student loans, deducting travel expenses, negotiating an employment contract, and lots more.