Articles

Advisors have helped to shift fund management toward stewardship, but many fund companies still have room for improvement.

The majority of advisors make the mistake of having significant or moderate use of actively managed funds.

Careful tax planning can avoid much of the capital gains tax.

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.

Organic food has a reputation for being healthier than non-organic food, but neither of these claims should be taken at face value.

Most investors don’t understand what that means.

After automating your entire investment plan, you can save and invest without even having to watch.

If you are using Vanguard, we have created a gone fishing portfolio using only low-cost Vanguard mutual funds to help save money on transaction costs.

Real life rarely goes according to plan. Set aside time periodically to assess your progress.

A high turnover rate is not something you want in a stock fund.

What should you do before a market correction? What about after? The answer is the same.

Your investment strategy is critically important but the implementation requires wise fund selection.

David Marotta was interviewed on the radio discussing how to figure out know when to realize capital gains and how much to realize when you do.

Should we have a “Free Countries Asset Class” or a “Foreign Stock Asset Class?”

There is no such thing as “over diversification.”