Beware of Charles Schwab’s 401K Advisors
In early 2012, Charles Schwab came out with a 401K where the fund line-up was composed entirely of low-cost index funds such as Schwab's own Total Stock Market Index Fund and the Vanguard Small Cap Va...
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.
In early 2012, Charles Schwab came out with a 401K where the fund line-up was composed entirely of low-cost index funds such as Schwab's own Total Stock Market Index Fund and the Vanguard Small Cap Va...
John T. Reed writes self-published real estate books. You should read this one before getting into real estate investing.
I've been getting a lot of questions lately about the passive mutual funds available through an advisor from Dimensional Fund Advisors (DFA), especially in comparison to the index funds available thro...
[My monthly column at Physician Money Digest discusses the recent changes to the Utah Educational Savings Plan. I admit I'm a little biased, but I thought it was the best plan in the country BEFORE t...
Depreciation allows you to defer taxes for decades, or maybe all together.
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Variable universal life insurance is rarely a good idea. In this post I explore what it would take for it to be a good idea for you.
No reason to only save $17.5K toward retirement just because that's the limit on your 401(k). Try these other options.
For most of us, when we buy our first house, having a mortgage or not isn't really a decision we have to make. Few Americans, even high-income professionals, can afford to pay cash for a house. In f...
If you're planning on renting out your house after you move out, it would behoove you to figure out if it is a good investment prior to moving in.
Don't go into a real estate transaction blind. Know your return on investment, whether it's a personal property or an investment property.
Zvi Bodie's safe investing philosophy is beginning to permeate the investing literature and financial advisor mindset. Read his book to understand why.
As regular readers are aware, I'm gradually increasing my portfolio allocation of Peer To Peer Loans (P2P) to 5%, or about 20% of my fixed income allocation. I rolled over Roth IRA money to Lending C...
Douglas Andrew says you're missing your fortune because you have equity in your home and don't invest in life insurance. This is terrible advice. Find out why now.
There are two types of 529 plans. The first type is basically a tax-free investing account, where you can choose from a variety of mutual funds and whatever is in the account when your kid matricula...
Cons of Investing in Mutual Funds By Dr. Loy Puckett, Guest Writer Mutual funds aren't what they used to be. They used to be the cat's meow back in the 1990s when we were riding a huge bull market and...
Medical school may not have taught you about money, but we will.
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