Articles

Here is a simple list of the retirement account types and their differences.

This is the financial shock of a major car repair. It is the most common financial shock with 30% of households reporting such an event within the last 12 months.

Our intention in including this particular slide is to show the range of quarterly returns. Here is some wisdom on how to use this slide when comparing your own returns for the quarter.

When crafting your own buy list, this 2007 article reminds us that rather than just finding one index fund to fulfill your asset class, you should consider blending multiple sector level index funds to decrease volatility or increase return.

It is easy for an inverted yield curve to spook investors.

It is possible to be prepared for financial emergencies by living 10% more frugally and saving for the inevitable eventuality.

A low cost timeless portfolio for your HSA with HealthSavings Administrators.

When endowment funds fall victim to poor management, the results are as bad as they are far reaching. This 2016 article reviews the six most common pitfalls of endowments and how to avoid them.

Kudos to you for noticing the value of Roth conversions! We have three ways we can help.

There is a science to portfolio construction. Selecting a random group of companies is just as bad as selecting a random group of funds.

Rebalancing from stocks into bonds reduces your returns on average since bonds have a lower average return. But, as this 2015 article reminds us, there are decades of very choppy markets where even rebalancing an allocation of stocks and bonds can boost returns.

I was always met with the following error message: “We cannot create an account for the Social Security number you entered.”

We often get the question from plan participants, “What should I invest in?” Here are our recommendations in order.

Dimensional’s analysis found that top funds do not repeat.

Asset classes are best defined by looking at the correlation of their returns. These four 2015 articles take a close examination at the three appreciation asset classes.