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.
Answering reader questions about rolling a 401(k) into an IRA after changing jobs, how to do a 403(b) rollover, and how to pass non-discrimination testing for your 401(k) as a business owner.
Many investors, even white coat investors, think they or their money manager can beat the market. Here's why they're all probably wrong.
Are you hoping to retire one day? How much do you need to start saving? Here's what percent of your income you need to put away.
More and more physicians are being offered deferred compensation plans at their workplace. Here's what to know about 457s and 409s.
The most complicated routine question for investors is the annual dilemma about Roth contributions and conversions. Here's what to know.
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If you're looking for the best tax-efficient way to sell a real estate investment, should you use a deferred sales trust or a 1031 exchange?
Answering reader questions about Roth IRAs and the pro-rata rule; self-directing your solo 401(k), 457(f)s, and 457(b)s; and when to do Roth conversions.
A good investment portfolio is diversified, low-cost, passively managed, and consistent with your risk tolerance. Which one is best for you?
Here's how TIPS works and whether it's a better deal than nominal bonds or other inflation-protected bonds like I Bonds.
The Roth or traditional 401(k) decision can be complicated for high-income professionals. Consider these factors to best protect your income.
Answering reader questions about I Bonds and if they are still a worthwhile investment or if it might be time to let them go, buffer assets and if they're worth it, and the best way to invest in small value stocks.
Does Warren Buffett really think you should have a 90/10 asset allocation? Let's dive into what the multi-billionaire really believes.
Just because large value stocks have performed well lately doesn't mean you should stop diversifying your portfolio. Here's why not.
Recently, I made a rather expensive financial “mistake.” Let's review the psychology and actions that led me to make this decision.
What do the Trump Administration tariffs mean for your investment portfolio? And what steps should you take to protect your money?
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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