Articles

One of the only articles on the Internet that clearly answers the question Can you fund your Roth with chore income? It’s just an added bonus for its readers that the answer is Yes.

We see ourselves as your primary care provider for finances and strive to become experts in every specialty that you need while accompanying you on any referral to another firm we need to make.

If you inherit a traditional IRA from a person who had a basis in the IRA because of nondeductible contributions, that basis remains with the IRA assets as they come into your ownership.

There is an incentive to lie when your methodology is bad.

Our gone-fishing portfolios are used by thousands of people, so it makes sense the article about it would be among our most popular of 2019. Our 2020 gone-fishing portfolios will come out in February.

We have a large distribution of clients at all portfolio sizes and, surprisingly, have all life stages near equally represented.

A long expansion is nothing to fear.

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.