Asset Location
Answering questions about asset location, including weighing tax efficiency against higher returns, high-yielding ETFs, and bonds with high fees.
Oftentimes, investors become fixated on designing the perfect investment portfolio. The truth is that no one knows which portfolio is going to outperform in the future. But it sure is fun to talk about.
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.
Using my own portfolio, here are a few tips on how to manage your investments, including asset allocation and asset location.
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.
Since I started investing in it in 2006, the G Fund has been a lousy investment. But now, conditions are perfect for it to shine bright.
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Many beginning investors feel overwhelmed when trying to design and implement their investment portfolios. This detailed plan should help.
Answering reader questions on asset allocation if you're financially independent, whether it's time to get more international stock exposure, and about investing in bonds in a bear market.
Answering reader questions about FSAs mixed with HSAs, employee stock, and Rich Dad Poor Dad. Plus, we talk about how we set up our own investment portfolio.
Do you need a percentage of bonds to help balance out your portfolio? Not for me. In fact, right now, I own exactly zero bonds. Here's why.
Don't confine yourself to just real estate or just the stock market. The intelligent investor takes the best from both worlds.
Market conditions shift all the time. But should your investment portfolio follow suit? Here's what to think about before making big changes.
Answering reader questions about annuities and the three-fund portfolio. Also, an interview with Dr. Latifat Akintade of moneyfitmd.com.
Answering reader questions about asset allocation and about investing in real estate. Also, an interview with Realty Mogul's Jilliene Helman.
Physician on FIRE tests the hypothesis of holding international stocks in a taxable account vs a tax-advantaged account. Here are the results of his deep dive.
Funds are a great way to hold bonds in a portfolio — but which ones should you use? Discussing the best ways you can diversify with bonds.
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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