Articles

In all fields, the best methodologies are boring.

Four separate Schwab Tutorials made the top ten articles of 2019 with nearly 12K views each. Perhaps one day Schwab will write their own tutorials, but until then, I’m glad we can help so many people.

Use the following table to look up the 2019 blended index to benchmark your returns.

Investors hurt their finances more by missing out than they do by staying in.

While you can only use $3,000 per year of capital losses to reduce your taxable income, you should bank as much capital loss as possible for other future uses.

The increasing monoculture within universities pushes, at least slightly, each graduating class more toward favoring socialism.

Elizabeth has written one post so far, and it was the most popular post of 2019. With over 12K views, this clear descriptions of the housing reimbursement rules has helped a lot of people.

Investors usually use short time periods and common indexes to measure performance.

The selection of what products we purchase or avoid for clients is based solely on what we believe gives our clients the best chance to meet their goals.

From such changes, the millionaire mindset is built and millions are gained.

Even if all four of these sentimental or pragmatic justifications are true, doing the wrong thing is still worse than doing nothing.

If you do compete and want to share your results with us, fill out our Contact form and let us know about your strategy. We may even write an article about you.

Luckily for the charitably-inclined individuals with nondeductible balances, QCDs are excluded from your Form 8606 taxable and nontaxable calculations.

On Thursday, December 19, 2019, the S&P 500 Price Index closed above 3,200 for the first time in history. What should we expect going forward?

The SECURE Act was merged into the 2020 budget bill which is now law.