Why I Won’t Be Your Financial Advisor
I receive multiple requests a month to be somebody's financial advisor. I routinely turn those requests down for a number of reasons that I thought might make for an interesting post. I'm going to com...
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.
I receive multiple requests a month to be somebody's financial advisor. I routinely turn those requests down for a number of reasons that I thought might make for an interesting post. I'm going to com...
Stop underperforming the market. You don't need to market time, pick individual stocks, hire an advisor, or pursue other risky behavior in order to boost investment returns.
This doctor wanted a Roth 401(k) option to save for retirement. His partners resisted...for no good reason at all. Here's why it makes sense for many.
Most "financial advisors" are salesmen, pure and simple. Meet with them at your own risk. Learn their tricks in this article.
The worst way to pay for your financial advice is through commissions. Doing so, you are likely to be receiving bad advice, and at an unfair price. The bottom line? Read this post.
Enroll in WCI Financial Boot Camp, a FREE 12-week email course to improve your financial life.
You can unsubscribe anytime using the link at the bottom of any email.
Bill Bernstein's newest in the Investing for Adults series is well worth your time. Engaging, relevant, and filling. Get yours today!
Taxes should be a primary and ongoing focus of every investor. Read this for ideas to minimize the effect of taxes on your portfolio.
Investing in life settlements, is it morbid? Of course. But that doesn't bother me. What bothered me was the way the investment was being sold. Here are some cautions before jumping in.
Ever thought of investing in biotech stocks? Think you as a physician have an edge over the pros? Here are the pros and cons of adding them to your portfolio.
Thought about investing in commodities or managed futures? Read this pro-con article on managed futures to see whether they are a could investment for your portfolio.
After studying the industry and learning the business from the inside out I discovered investing in manufactured housing is an opportunity in disguise. Read this to see why.
Are the benefits of a pooled individual 401(k) worth the hassle and cost? Is Vanguard the place to find the perfect 401(k)? This post will help you make that decision.
An excellent book called The 5 Mistakes Every Investor Makes and How to Avoid Them has some of the best writing I have seen anywhere in a personal finance or investing book.
Some ways of expanding your Roth space come with significant costs, and some are a no-brainer. Find out which ones you should already be doing and which ones you ought to consider now and in the future.
Dual momentum involves combining the positive attributes of absolute and relative momentum. Should you incorporate momentum into your investing strategy? Read this review and find out.
Medical school may not have taught you about money, but we will.
We will never sell your information. Modify your preferences or unsubscribe at any time.
Get ready to take control of your financial life. You can do this, and we can help.
We won't sell your information. Modify your preferences or unsubscribe at any time.