The “Secret” Ultimate Roth Contribution
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.
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.
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.
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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.
I've decided to liquidate my Peer to Peer Loan investments, primarily at Lending Club. While I certainly made money, it's time to move on.
The Morningstar X-ray Tool is a great way to help you understand what you own. Plug your portfolio into it and see how it compares to the market portfolio.
When evaluating a real estate investment, you have to look under the hood. And when you get under there, you better know the difference between a radiator and an alternator. You don't buy a car just looking at the horsepower and you shouldn't buy an investment just looking at the projected return.
Far too many investors take either too much or too little investing risk for their goals. This results in either investment catastrophe, or simply running out of money in retirement. Here's how to get to the right level for you.
Medical school may not have taught you about money, but we will.
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Get ready to take control of your financial life. You can do this, and we can help.
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