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In 2007 the Financial Planning Association won a lawsuit that it filed against the SEC to force them to enforce the registration provisions of the 1940 Investment Advisors Act. The law still isn’t enforced.

Although volatility is often unwelcome by investors, it can provide profitable returns.

“One principal purpose of the accredited investor concept is to identify persons who can bear the economic risk of investing in these unregistered securities.”

Determining what constituted a safe withdrawal rate was one of the first questions I tackled. After a year and a half of study on the question, I had realized the inadequacy of the 4% rule and found a methodology which provides more useful when advising clients.

This post explains the methodology for building a portfolio limited to the commission-free exchange traded funds (ETFs) on the eTrade platform.

We recommend this gone fishing portfolio for accounts hosted at eTrade.

Depending on your particular case and Social Security agent, you may get your surcharge waived, lowered, or upheld.

Luckily for Roth lovers like us, you don’t have to choose between Roth conversions or Roth contributions.

I began my DIY journey learning about science, so it feels best to start you there as well.

2017 was such a good year for the stock markets that it set a record.

In general, the statements should match, but matched accounting down the penny cannot easily be achieved.

Unfortunately, no amount of rules-based compliance can force a company to follow the principles-based fiduciary standard.

“A conventional wisdom withdrawal strategy will almost always leave a lot of money on the table.”

As the parent, it can be hard to know what to do with a cash gift for a baby.

I recently stumbled upon an interesting website called OK to Die which has resources for preparing for and dealing with either your own death or the death of another.