If you are rolling over an old 401(k) to open your IRA, the type of account you choose will have considerable tax implications.
Read More
Why would you compare your investments to a benchmark that doesn’t represent your finances as a whole?
Read More
After more than two decades working with investments and finances, I am convinced that in investing, the simpler, the better.
Read More
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.
Read More
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.
Read More
You might be curious about various investment strategies or just want to ensure that your plan is still the best fit for you.
Read More
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:
Read More
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.
Read More
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?
Read More
Risk is different for every person based on their unique situation, stage of life, and personality.
Read More
I’m not your typical financial advisor. When I was 12, I had an overly lucrative paper route, and started investing soon after that.
Read More
Tackle one step each month. Before you know it you’ll be owning your finances and in control of your money.
Read More
Let’s take a close look at 9 durable characteristics that help differentiate Dimensional Fund Advisors and Vanguard from the crowd.
Read More
Do your circumstances warrant an allocation to commodities? Read more to find out if commodities are right for you.
Read More
Be the coach when you manage your money so you can win one for your future wealth.
Read More
If there were a contest for the most frequent of Frequently Asked Questions we’ve been hearing lately, this one would be the easy winner: “Why is my globally diversified portfolio underperforming a simple allocation to the S&P 500 Index?”
Read More
Right after you ensure that your advisor is fee-only, the next question to ask is whether he or she will be in a fiduciary relationship with you – proudly, absolutely, and in writing.
Read More
As Dimensional’s David Booth has said: “Where people get killed is getting in and out of investments. They get halfway into something, lose confidence, and then try something else. It’s important to have a philosophy.”
Read More
When it comes to the success or failure of any given investment strategy, managing your financial fees matters – a lot. How do you make sure that you’re getting more than your money’s worth for the advice you’re purchasing?
Read More
We tend to be led off-course from our happily ever after outcomes by fantastical “folklore” that we continue to tell ourselves long after the evidence has informed us otherwise.
Read More