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One-Year Freedom Investing Returns
on February 7, 2012
with No Comments
The equation of the trend line shows that every point on the freedom index was worth 0.36% annual return over the past year.
Freedom Investing 2012
on February 6, 2012
with No Comments
Now at year end, I will review how freedom investing fared in 2011 and in the decade since 2002.
In My Dream I Explained Why 2011 Was Not a Financial Mulligan
on February 5, 2012
with No Comments
I had a dream in which I saw a map similar to the one above and I heard myself explaining why 2011 was not a financial mulligan
Schwab: Using a Donor Advised Fund for Your Charitable Giving
on February 4, 2012
with No Comments
A Donor Advised Fund is a way to give small amounts to many charities. But take a look at the pros and cons of this strategy before diving in.
Are All ETFs Created Equal?
on February 3, 2012
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Much of the recent conversation about ETFs has to do with the hidden risks of “synthetic ETFs,” risks which are not present in their mundane relatives known as “physical ETFs.”
$ ?s: Help Me Conquer the Clutter
on February 2, 2012
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Q: My husband hasn’t gotten rid of a single bill or financial statement during our entire 18-year marriage! He received a shredder from Santa this past Christmas, and I am ready to get started, but I want to know what, if any, of this paperwork I should keep.
Monetary Infidelity
on February 1, 2012
with No Comments
If money is among the most common causes of domestic spats, it probably shouldn’t come as a surprise that almost one in four Americans would try to hide money troubles from their spouses.
Mailbag: How Do You Measure How Far Out of Balance a Portfolio Is?
on January 31, 2012
with 2 Comments
We compute an asset allocation deviation or “out of balance” number for each household’s primary retirement assets and rebalance to lower this number.
How to Select the Best Credit Card
on January 30, 2012
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Lots of articles steer you to the best credit card by categories–one if you want airline miles, another if you need to transfer a balance. This is not one of those articles. The millionaire mindset does not want airline miles and doesn’t carry a balance.
Video: Comprehensive Wealth Management
on January 29, 2012
with No Comments
Comprehensive wealth management is based on the idea that small changes in our finances can have large effects over long periods of time. These changes can make the difference in achieving our life goals.
Schwab: What Does Total Capital Gains Mean Under Income Summary
on January 28, 2012
with No Comments
On my Charles Schwab Statement, what does “Total Capital Gains” mean under Income Summary?
Foolish Ideas
on January 27, 2012
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“Successful active management is a fantasy stoked by the financial services industry.”
$ ?s: Investment Advice for Those Who Don’t Need the Money
on January 26, 2012
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Q: I am a 65-year-old retired widow and I have a large IRA. How should I invest if I don’t need this money?
Indexing Works
on January 25, 2012
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“Many investors think active managers can shift out of stocks in time to stem losses in bear markets. Not true.”
Radio: Grow Rich Slowly: The Four Secrets of an Automatic Millionaire
on January 24, 2012
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Listen to David John Marotta’s interview on growing rich slowly: the four secrets of an automatic millionaire