How to Write an Investment Policy Statement (IPS)
Every investor needs a written Investment Policy Statement. Here are a few pieces out of mine and ideas for what you ought to consider including in yours.
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.
Every investor needs a written Investment Policy Statement. Here are a few pieces out of mine and ideas for what you ought to consider including in yours.
Does your investing plan include how and when to rebalance your portfolio? Consider the 5/25 rule as part of your risk management strategy.
Want to know what I'm doing in this market downturn? Same thing I've been doing for the last nine years! Earning, saving, investing, spending and giving.
Follow these comprehensive tips to know what you SHOULD and should NOT do during a bear market. This too shall pass!
Some readers have asked if it is smart to use a 529 for retirement instead of education. Exploring the question today.
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Market corrections should be expected and aren't unusual. So, should you try to time the market? No! Also talking bond tents, mega backdoor Roths, and lots more.
Real estate takes up 20% of my portfolio. Here's an update on the performance of my holdings.
Market timing is a fantastic way to rapidly increase your investing returns. Too bad neither you nor I can do it successfully.
Index funds have been a major holding in my retirement portfolio for over 15 years. Here's how I use them and how they faired in 2019.
Not aware of the 60-day qualified dividend rule? It could cost you in taxes. Efficiently invest in your taxable account to avoid the problem.
Interviewing Harry Sit today discussing advice-only advisors, health insurance, retirement accounts, financial independence, and lots more.
As you design, build and maintain your portfolio, make sure you understand the four types of investments
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Want an investment plan that doesn't require predicting the future? Design your portfolio with a fixed asset allocation and get on with your life.
The much-maligned 401K is still the best way to let Uncle Sam contribute to your retirement account. By using it, you save taxes in 3 different ways.
Medical school may not have taught you about money, but we will.
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