The CoffeeHouse Portfolio
This is another in my series of reviews on popular fixed asset allocation portfolios. Bill Schultheis is well known to many of you as the author of The Coffee House Investor, perhaps the most readable...
This is another in my series of reviews on popular fixed asset allocation portfolios. Bill Schultheis is well known to many of you as the author of The Coffee House Investor, perhaps the most readable...
By Dr. Jim Dahle, WCI Founder Each investor ought to develop his own fixed asset allocation and stick with it, rebalancing to maintain appropriate risk levels. It is valuable to see different portfoli...
I've said "Stay the course" a thousand times, and I meant it every time. It doesn't matter if stocks are up or down, stay the course!
Gold! Gold! Gold! It seems you can't look anywhere these days without someone talking about gold and how you should melt down your jewelry and sell it or buy some to protect your portfolio. Many w...
I met Allan Roth at a Bogleheads meeting a couple of years ago. He had a spare copy of his book How a Second Grader Beats Wall Street with him and gave it to me. Allan is a fee-only financial advisor...
Are financial advisors worth the cost? Typical advisory fees can literally cost you millions of dollars over a lifetime. Turn the tables and learn to DIY.
Ensure you get the best advice at the fairest price by asking these questions to any financial advisor you're considering hiring.
REITs are a great asset class, but make sure to buy the publicly traded ones, not a private REIT. Here's why you should steer clear of these investments.
Even a plain old taxable account has a lot of tax advantages. Here are 10 reasons not to rule them out.
By the time you know enough to choose a good financial adviser, you probably know enough to do all of this yourself. This post contains the financial advisor's unfiltered thoughts on their doctor clients, in their own words.
How do you reach financial goals while taking the least possible amount of risk? By implementing an Investment Plan. Here's why and how to get it done.