Answering reader questions about how to adjust your asset allocation and when to do it, what changes to make with your asset allocation when thinking about your long- vs short-term investment plan, and how to make the most of your asset allocation.
Some advisors think asset allocation is the primary tool to manage the Sequence of Returns Risk as one nears retirement. But should it be?
When you have suboptimal assets in your investment portfolio that you wouldn't choose to buy today, what's the best way to get rid of them?
Whether you’re new to investing or an investment veteran, a three-fund portfolio could help you reach your long-term investment goals.
Do you need to spread your money between various investing companies in case something happens to one of them? Here's how to think about it.
Trying to determine whether you should invest in Avantis funds? Let's take a deep dive and compare it to what Vanguard offers.
In researching equities, the returns are easily found. Not so for risk metrics. So, how can investors think about risk to make good decisions?
Yale’s enormous endowment is one of the best-performing investment portfolios in higher education. Can you use its strategy for yourself?
What's the best way to spend your money in retirement? You need a plan. Here's one example for how to end up with more than you began with.
Answering questions about asset location, including weighing tax efficiency against higher returns, high-yielding ETFs, and bonds with high fees.
Though US stocks have mostly outperformed international stocks in the past decade, here's why you should keep investing in the global market.
An interview with an emergency medicine physician where we talk about an inflated lifestyle, the shame one might feel, and how to solve those problems to still reach financial independence.
Using my own portfolio, here are a few tips on how to manage your investments, including asset allocation and asset location.
We take a deep dive into how the Secure Act 2.0 will affect you. Plus, we answer reader questions about the Backdoor Roth, tax-loss harvesting, and how to approach long-term care insurance.
Let's take a look at how my portfolio performed in 2022 and determine which investments did the best—and which did the absolute worst.