9 Bad Reasons to Hire an Investment Advisor (and 6 Good Ones)
It's okay to use a good investment advisor. But make sure the advice is good and the price is fair. Hire them for the right reasons though.
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.
It's okay to use a good investment advisor. But make sure the advice is good and the price is fair. Hire them for the right reasons though.
Getting rich isn't complicated. Earn a lot, save a lot, and make your money earn more money. Use the Future Value function to predict your future.
Phil Demuth's the Affluent Investor is a treasure trove of little known facts about how the well to do should invest their money. Every doctor should read it.
Peer-to-Peer Lending (P2PL) is a relatively new asset class I've been investing in for a few years with good success. The risks are high, but the low correlation with the rest of your portfolio coupled with the high returns make it worth looking into.
Charley Ellis, one of the good guys in the investing world, wrote Winning the Loser's Game. If you don't know why active mutual funds suck, read this book.
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Profit-Sharing Plan too expensive? Try the Mega Backdoor Roth IRA as a small business retirement plan.
You shouldn't sell an asset class just because it did poorly recently. In fact, that's probably a reason to buy an asset class you believe in for the long term.
When deciding which asset class to put in taxable, both tax-efficiency of the asset class AND the rate of return of the asset class matter.
An individual retirement ANNUITY is the ideal way to hold a SPIA purchased with tax-deferred money. You avoid a big tax bill and complex calculations.
Crowdfunded private real estate is the new alternative to REITs. But it is really better? Certainly not in every way.
Are you worrying about the wrong investing risks? Become an investing adult by understanding and mitigating against the TRUE risks of investing.
There are nearly 20 companies offering individual or Solo 401(k)s. There are great options at Vanguard, Fidelity, Schwab, and TD Ameritrade. Find out which Solo 401(k) provider is best for you.
Bitcoins are for speculating, not investing. High-income professionals can easily reach their financial goals without speculating.
This post evaluates 8 different aspects of investing to determine which is the better overall investment — stocks or real estate.
Should you add another asset class to your portfolio? Here are the factors to consider in making your decision.
Medical school may not have taught you about money, but we will.
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