Direct Indexing with Wealthfront
Betterment raised fees this year for large accounts. Now Wealthfront's "Direct Indexing" feature gives it the edge in the roboadvisor space.
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.
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.
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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.
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.
Another option for investing in real estate is turnkey direct ownership. You have more control and tax benefits than syndicated shares but there are downsides too.
Asset location is an advanced topic that few pay attention to, and most of those that do get it wrong. Expected return matters as much as tax-efficiency and there is no Roth IRA free lunch.
Mid-career physicians face unique financial difficulties when compared to their broke early career counterparts and their late career colleagues wrestling with an impending retirement. Consider these issues in your financial planning.
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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