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Is Lawsuit Funding A Good Investment?
“Lawsuit lenders do not advertise prices; they advertise convenience.”
Schwab Intelligent Portfolios: Services Not Provided
A computer algorithm cannot help you with these things.
How Do I Structure My Accounts for Automatic Savings?
Often the needs and wants of the present take our attention at the expense of the future. You want a system that will prioritize saving without needing your constant attention.
Investment Strategies That Do Not Make Our Cut: Low Volatility
There are three rules that we follow when looking for an investment strategy and the low volatility strategy fails two.
Tax by Fiat: Legacy of Alexander Hamilton
Hamilton, like our current president, sees people as temporary holders of wealth until such time as the government decides to expand.
Schwab Intelligent Portfolios: Incomplete Rebalancing Algorithm
See our review of the two pros and nine cons of how Schwab monitors and rebalances portfolios.
Radio: Twelve Tax Planning Agenda Items To Do Before April 15
It is better to do tax planning all throughout the year, but here are 12 things to do (or plan to do in the coming year) before April 15.
Investing Lessons from the Birth and Death of the Virginia Company
Investing in America began with the bankruptcy of the hottest stock in England.
Tax by Fiat: Legacy of James Wilson
The arguments for greater government power have always been the same.
Schwab Intelligent Portfolios: Built on a Faulty Premise
It is a great marketing campaign, and the service is a wonderful idea, but the asset allocations of SIPs aren’t actually that intelligent.
Preparing Your “Digital Estate” – Hardware and Digital Property
You probably have dozens of online accounts and possibly hundreds of dollars of digital property. What happens to it when you die?
Vanguard Sends A Letter To Directors, Will A Stick Follow?
A board of directors is supposed to be accountable to the shareholders but sometimes they need a reminder.
Are Socially Responsible Investing (SRI) Funds Better Investments?
“What do you think of the idea of Socially Responsible Investing (SRI) implemented simply by investing in something like the Domini Social Equity Fund (DSEFX)?”
Stock Ownership Is a Bad Strategy for Social Change
You cannot help a company by buying its stock.
Jack Bogle: The Value Of An Advisor Who Sticks To A Long-Term Plan
“Advisers need to sell their value as keeping their clients from doing the wrong thing at the wrong time.”