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Do The Opposite of Wall Street Consensus?
on July 28, 2015
with No Comments
Contrarian indicators have paid off historically.
How to Save for Large Fast-Approaching Expenses
on July 26, 2015
with No Comments
The average married couple has dreams of multiple children, annual vacations, and homeownership, but planning for these expenses can be challenging.
Mailbag: Are Energy Funds A Good Buy?
on July 24, 2015
with No Comments
The connection between the price of oil and the price of oil companies is loose.
Second Quarter and Year-to-Date Returns for Our 6 Asset Classes
on July 22, 2015
with No Comments
Despite the headlines, the global equity markets posted gains last quarter and for the year.
The Behavior Gap: Finding Your Financial Balance
on July 21, 2015
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Planning for your financial future is largely a question of dealing with the constant tension between living for today and saving for some future event.
How to Take Advantage of Student Loan Forgiveness
on July 19, 2015
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You might think that you can’t qualify, but many well-paid families are eligible.
How to Get Out of Debt: Summary
on July 17, 2015
with No Comments
This is a visual summary of the process of getting out of debt.
Managerial Lessons from Game Mastering
on July 15, 2015
with No Comments
Pen-and-paper roleplaying games have a lot of unique lessons to offer, particularly for policymakers and managers.
Mailbag: What Does The Shanghai Composite Being Down 32.1% Mean?
on July 14, 2015
with No Comments
Is it a crash or just a correction? On average, the drop from peak to trough takes 85 days and the markets have recovered after another 107 days.
How Quickly Should I Pay My Student Loans?
on July 12, 2015
with 1 Comment
For those who do not want to be investors, a fast-track repayment may be best. But for those willing to save and invest, there is a better option.
What Should I Do When They Close The New York Stock Exchange?
on July 8, 2015
with No Comments
Is there something I need to do today or tomorrow?
Investment Stewardship Has Come a Long Way
on July 8, 2015
with No Comments
Advisors have helped to shift fund management toward stewardship, but many fund companies still have room for improvement.
Only 20% of Advisors Avoid Active Management Strategies
on July 7, 2015
with No Comments
The majority of advisors make the mistake of having significant or moderate use of actively managed funds.
How to Intentionally Realize Capital Gains
on July 5, 2015
with No Comments
Careful tax planning can avoid much of the capital gains tax.
How to Get Out of Debt: Rebuild
on July 3, 2015
with No Comments
You have laid a good foundation: you are out of debt (or out of bad debt) and you’re ready for a clean start. Commit to keeping your financial life that way.