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Our Articles

Schwab: What Does Total Capital Gains Mean Under Income Summary
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On my Charles Schwab Statement, what does “Total Capital Gains” mean under Income Summary?

Foolish Ideas
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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
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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
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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
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Listen to David John Marotta’s interview on growing rich slowly: the four secrets of an automatic millionaire

Debt, Uncertainty and Volatility in 2011
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The world markets groaned as the burden of the rising American debt and the European deficit weighed down more productive countries.

The House That Bogle Built
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Learn about the index preferred by the person who invented index funds with the Vanguard S&P 500. And no, it isn’t the S&P 500.

The Devil’s Invention
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“A blindfolded chimpanzee throwing darts at The Wall Street Journal can select a portfolio that can do just as well as the experts.”

$ ?s: How to Rake in Millions by Running Your Own Investment Fund
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You have now created an efficient money-generating machine, and you should start enjoying your success.

How Should We Manage a Non-Profit Endowment?
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“There exists a timeless and flexible process for successful investment management decision making that is specifically tailored for Investment Stewards.”

“True or False: All Financial Advisors are Crooks” Asks Kiplinger-NAPFA Chat
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Kiplinger is teaming up with the National Association of Personal Financial Advisors (NAPFA) to bring you FREE, personalized financial advice.

Best Marketing for a Small Business
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For a small business, marketing and advertising seeks an answer to the question “How will prospective customers find me?” Most small businesses would benefit from enhancing their website presence by blogging and social media connections.

Video: Where Do You Invest? Learn All Six Asset Classes
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Most investors invest in only one and a half of the six asset classes. Learn where to invest in all six and how to tilt in each to over-emphasize appropriate categories.

Kiplinger-NAPFA Jump-Start Your Retirement Plan
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Kiplinger teamed up with the National Association of Personal Financial Advisors (NAPFA) to bring you FREE, personalized financial advice as part of Kiplinger’s 11th annual Jump-Start Your Retirement Plan Days.

$ ?s: Timing Social Security for a Spouse
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Q: I was told that I would not be able to apply for spousal social security until my husband qualifies for social security. Should I keep working so I can collect my small social security payment or should I just wait for spousal payments at age 73?

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