How to Make a Portfolio Rebalancing Tool in Excel
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.
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.
An interview with financial educator, Michael Kitces discussing the financial advising industry -- advisory fees, fiduciary duties, raising the bar, and more!
The stock market gets a bad rap. While there is no guarantee the stock market will continue to go up in the long term, don't bet against it.
Learn the best ways to structure the lease on your healthcare real estate and position your medical practice to maximize its earning potential.
Understand 7 principles of bond investing including the relationship between bond value and interest rate, risk and yield, quality, cost, duration and more.
You can't afford NOT to take market risk. For the majority of your career, high-income earners need to be invested in assets with a high expected return.
There are 6 easy steps to successfully contributing to the backdoor Roth IRA but lots of mistakes are still made in the process. Here's how to fix them.
Learn the basics of financial planning for special-needs children: special-needs trusts, ABLE accounts, insurance, estate planning, and more.