Articles

It is common for investors to be surprised by movements in their portfolios. This 2019 article reminds us though that even volatile movements can be quite normal.

Taxpayers waiting for final guidance, have seen penalties waived for 2021 or 2022 RMDs, for 2023 RMDs, and now for 2024 RMDs.

Here are several tips on how to live richly on your own.

This quarter, we saw that in 1-year returns ending March 31, 2024, Developed Freedom Investing had a -5.8% disadvantage, Emerging Market Freedom Investing had a +3.83% advantage, and Overall Freedom Investing had a -2.89% disadvantage.

This 2009 article reminds us, “When we are worried about our expenditures, we tend to look at the dollar amounts more than the frequency of our purchases.” However, to combat mindless spending, we should look to trim recurring expenses first.

This article offers an overview of what we know about 529 reimbursement timing.

With one memorable password protecting a vault of random ones, you can increase your security immensely while only mildly complicating your access.

As of 2021, here is an overview of how the states and jurisdictions handle interest on certain U.S. government obligations.

These are the seven rules to using a credit card safely.

This 2015 article has five rules for safely handling your digital security which you can’t afford not to implement.

Converting early can avoid your exposure to tax changes going forward as a Roth IRA is never taxed again.

The best way to climb the mountain of college costs is gradually, but if you need to make some last minute leaps, our government has a few tax-related strategies.

Last year, eleven countries made our cut-off. This year, twelve do.

Because of Mexico’s current valuation, we believe that it has the possibility to perform well regardless of how this potential conflict resolves.

Regardless of which way the balance of trade says the surplus falls, we and our trading allies benefit from the exchange.