Are the recent news reports of all-time stock market highs keeping your money on the sidelines? But, could keeping those extra Benjamins in your account be costing you money in the long-run?
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Many people wait until the end of the year to try to minimize their tax bill, but why wait? Take a proactive approach and start working on lowering your annual tax bill at the beginning of the year.
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If you are rolling over an old 401(k) to open your IRA, the type of account you choose will have considerable tax implications.
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Who would have thought that 2016 would astound us all by delivering mostly way-awesome annual returns? And guess which asset classes took off like a SpaceX rocket launch?
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Why would you compare your investments to a benchmark that doesn’t represent your finances as a whole?
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After more than two decades working with investments and finances, I am convinced that in investing, the simpler, the better.
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All advisors want to tell their clients that their particular choice of investments outperforms the investments of their competitors. Yet, how can that be true? How can all advisors, in aggregate, be above average? It’s simply not true over the long-term.
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Don’t get caught unaware and unprepared for college. It’s not cheap, and it can seriously harm your finances (and your kids’ future finances) if you don’t plan ahead for college costs.
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I’ve narrowed down my core investment philosophy, knowledge and 30+ years of investing experience into 10 simple rules for how to invest and build wealth.
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You might be curious about various investment strategies or just want to ensure that your plan is still the best fit for you.
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Let’s get your financial house in tip-top shape. The sooner you get it all together, the better you will own your financial future and build wealth. Here are some of our best tips to help you order your financial world:
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Yes, it’s an election year, so there is guaranteed to be some level of uncertainty (and not just in the markets!). But at the same time, a major international crisis or domestic event could occur tomorrow that could also throw the markets into turmoil.
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When life gets crazy (like it always does), your financial future tends to slip down the priority list. How can you make sure you are on track to build wealth and hit each and every financial goal?
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Risk is different for every person based on their unique situation, stage of life, and personality.
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Wouldn't it be great if someone created a simple guide that tells you how to build wealth, including actionable advice and easy-to-use apps?
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As the name implies (with the subtlety of a sledge hammer), evidence-based investing means viewing capital markets from the perspective of a professor of finance. We use the science of investing as our guide to building wealth.
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Tackle one step each month. Before you know it you’ll be owning your finances and in control of your money.
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Buying and selling stocks would be much easier if only there were an investment indicator that was dependable. One indicator in particular has lured many investors into its seemingly sound logic.
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Let’s face it, investing is filled with lots of jargon and complexity. There is so much information out there that you can be overwhelmed by it all. Let’s simplify the process.
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To put the current manic behavior of the market in perspective, it helps to look at history as a guide.
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