Why You Should Avoid Bond ETFs
Bond ETFs have issues, especially for corporates and munis. If you're going to use a bond fund, stick to a traditional mutual fund. Wealthier investors may wish to buy their treasuries directly.
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.
Bond ETFs have issues, especially for corporates and munis. If you're going to use a bond fund, stick to a traditional mutual fund. Wealthier investors may wish to buy their treasuries directly.
Often an investor needs to take more risk than they have the ability to tolerate emotionally or fiscally. Here's how you increase your level of tolerance.
Roboadvisors have their pluses and minuses. Financial Advisor Tim Baker and I explain some of the minuses. But the pluses are still pretty big.
Here are 12 solutions to maximize tax-efficient investing while minimizing the hassles of a taxable investing account.
A Wealth of Common Sense by blogger Ben Carlson is a gem of a book that will help any investor to simplify and stick with their investing plan.
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I don't talk about it a lot, but we do invest in real estate and anticipate investing even more as the years go by. Here's a snapshot of our current real estate empire.
Mezzanine level debt and preferred equity are two ways for the sponsor of a real estate deal to lower the need for his own equity. Naturally, those investments must offer a higher return and higher risk than the first lien debt holder.
What kind of bonds should you invest in? William Bernstein says short term individual treasuries. I mostly agree, but there are other considerations.
Doctors often struggle with their personal and practice finances. It isn't just you. Learn why that is and what you can do about it.
A guest poster gives tips for choosing an actively managed mutual fund. They're good tips, although I hope you're never put in that situation.
403(b)s are slightly different from 401(k)s. One significant difference is this special catch-up contribution.
The Fed has started raising interest rates, and will almost surely continue to do so. What does that mean for your investments, debts, and lifestyle?
Active real estate investors qualify for many unique tax breaks, some of which require you to be a "real estate professional" to get. Learn how to qualify, and also about deductions you can take without qualifying.
Many people don't realize that there are huge tax breaks available on both your current home and your second home. The home office deduction, however, probably isn't one of them.
Should you invest in fundamental index funds over cap-weighted? Fundamental funds aren't quite the revolution their proponents would have you believe.
Medical school may not have taught you about money, but we will.
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