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The Difference Between Roth Conversions, Contributions, and Deferrals
on July 19, 2022
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It is important to know the difference between these techniques to make sure you are maximizing your retirement savings.
Freedom Investing in Review (June 2022)
on July 15, 2022
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This quarter, we saw that in 1-year returns ending June 30, 2022, Developed Freedom Investing had a -1.19% disadvantage, Emerging Market Freedom Investing had a +0.46% advantage, and Overall Freedom Investing had a -0.12% disadvantage.
A Closer Look at Freedom 100 Emerging Markets ETF (FRDM)
on July 12, 2022
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FRDM is interesting, but using our country specific funds plus a low cost Vanguard Emerging Market fund allows us to emphasize freedom for as low a cost as possible.
Big Mac Index Shows Official CPI Under Reports Inflation (2022)
on July 8, 2022
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I decided to see if McDonald’s famous burger was still appreciating faster than the CPI. It has been.
No Way To Tell If This Bear Market Is A Bull Yet
on July 4, 2022
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Rather than trying to time your investments based on one or the other, the advice is simple. Stay the course. Invest. Rebalance.
Life Lesson #7: Talk to the Duck
on July 1, 2022
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This common gift to new computer programmers hides a life lesson for us all.
#TBT Before You Get Out Of The Stock Market, Read This
on June 30, 2022
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When you get out of the markets, you have made a huge gamble with your retirement money, and now the stakes are high.
This Month, Here’s How We Tilted (June 2022)
on June 28, 2022
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This month, the forward P/E ratios showed considerable variation with many sectors returning to a fairer valuation.
Hoover Fellow Criticizes Faculty For Their Partisanship (June 1988)
on June 24, 2022
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This letter to the editor from George Marotta was published in The Stanford Daily on June 24, 1988.
Current Inflation vs. Expected Inflation (June 2022)
on June 21, 2022
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Currently, 12-month inflation is 8.58% and the crowdsourced expected inflation is 2.88%. Here’s what to do.
States with Tax-Exempt Interest from U.S. Debt Obligations
on June 17, 2022
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As always, it is best to confer with a tax professional on matters such as these.
#TBT Q&A: Can a 529 Reimburse for Last Year’s Expenses?
on June 16, 2022
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Unfortunately, neither “yes” nor “no” is a correct answer to this question.
A Second Dip Turns to Bear Market (June 2022)
on June 13, 2022
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Stay the course. Rebalance. Don’t peek.
Life Lesson #6: Juggle Your Responsibilities
on June 10, 2022
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Juggling domestic responsibilities is a second shift adults are burdened with. I find this analogy helps me to set my expectations and focus more properly.
How to Spend: Slow Down Spending (Podcast)
on June 7, 2022
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Walking away from tempting purchases is particularly difficult, especially for those who regularly shop, but by training yourself to slow down in your spending, you can concentrate your dollars towards the purchases that create the most joy.