Articles

Any investment manager can use the Institutional Intelligent Portfolio technology to implement extremely different investment philosophies.

The short answer is absolutely yes you do. Here’s why.

It requires intentionality and creativity to avoid the hidden budget busters of gift wrap.

Even the most Roth-loving individuals may have hidden Traditional assets that they do not know they can convert to Roth. Here are just a few places to look.

Ten years after our original article we review how sage the advice was.

Stock buyback programs are a method of returning profits to shareholders without causing a taxable event.

We have a limited amount of willpower. It is a waste to have to expend it to ignore advertising.

Even though you would likely benefit from contributing to your 401(k), you might not benefit from keeping your assets there — even if you are the owner.

For Inherited IRAs, all the Required Minimum Distribution (RMD) rules are complicated. There is no easy case.

The average holding period for a stock is not simply the inverse of liquidity.

Since only a small portion of stock is traded each day, a large majority of shareholders prioritize the long term appreciation of the value of the company.

Run, do not walk, away from outrageous claims.

Excellence and low cost can go together.

Even though tangible things that take up space tend to be bad gifts, there are many items that a minimalist can really appreciate receiving.

If the TSA were abolished, that would not mean that airports would be any less secure.