How to Learn About Mutual Funds
Mutual funds should be major building blocks in your portfolio, but you need to understand how they work and how to learn more about them.
Mutual funds should be major building blocks in your portfolio, but you need to understand how they work and how to learn more about them.
Emergency funds allow you to take on many risks, avoid debt, and avoid selling low. But don't be dogmatic about them--the opportunity cost is real, especially for those who are not rich yet.
Some successes come from luck, while other successes come from smart decisions. But a great deal of financial success comes from putting yourself in a position where luck can do its thing.
Who wouldn't love a larger Roth IRA, especially when the alternative is investing in a taxable account? Chad Chubb explains the Mega Backdoor Roth IRA.
Technical analysis to predict future price movements of individual stocks has been used for decades. Do the charts reveal the future, or are they just as cloudy as a crystal ball?
Never heard of a 401(h)? You're not alone. But for the right person, this triple tax-free account can be awesome. It's the mutant child of a cash balance plan and an HSA.
P.A.s face similar financial issues to physicians, but with some key differences. But whatever your income, the first things you learn about personal finance and investing are very high yield.
Betterment raised fees this year for large accounts. Now Wealthfront's "Direct Indexing" feature gives it the edge in the roboadvisor space.
Don't commit your hard-earned capital without doing your due diligence. It is better to be with a great manager in a good deal than in a great deal with a bad manager.
We dedicate 20% of our portfolio to alternative investments (mostly real estate.) Here's how we're currently invested and how that will change in the next year.
When choosing a financial advisor, you need to review the Form ADV. In this post, Johanna Turner explains where to find it how and how to read it.
Glide paths are a heavily used investment concept to reduce risk as you go through life. Here are 7 considerations for designing your personal glide path.
After much thought, our portfolio is changing this year from one reasonable portfolio to another. We'll see how it goes. Update in a decade.
Some high-income professionals hate personal finance and investing. If that is you, this post is for you. If that isn't you, send this post to someone you care about.
Investors and especially their advisors don't like to acknowledge just how simple investing can be- the result is investment style chaos. Focus on what matters.