Articles

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.

The regulation is an attempt to protect participants who don’t understand the rules set up by the government.

In general, you can use 529 funds to pay for your student’s off-campus housing costs.

I would like to encourage those of you who like participating in this weekend shopping spree to do the small task of paying yourself first.

This is called “regulatory capture” and is quite common in government regulatory agencies such as the SEC.

Any movement out of the stock market can cause you to miss future market appreciation.

This year was a good year for Roth loving folks like us.

We believe that lessons like these are part of the fiduciary standard.