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Our Articles

Mailbag: Can I Contribute To An IRA The Year I Turn 70 1/2?
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Even though you are required to start taking RMDs you can still take advantage of significant tax planning strategies.

2017 Estate and Gift Tax Limits
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Neither party has to pay taxes on gifts up to this gifting limit, and the limit remains unchanged from 2016.

Can I Continue Retirement Saving Past Age 70 1/2?
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The rules for post-70 ½ IRA contributions depend upon whether the account is a traditional IRA, Roth IRA or SEP IRA.

Radio: Why is the Media Liberal?
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Listen to a discussion on why journalists are usually liberal-leaning and what that means for reporting the news in America.

How To Whitelist An Entire Domain In Gmail
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Since not receiving an important email can be even more dangerous as receiving too much spam, here is how to whitelist an email or an entire domain in Gmail.

Healthcare Stocks And Asking “Relative To What?”
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Why do our portfolios systematically overweight healthcare stocks?

2017 Employer-Sponsored Retirement Plan Limits
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Here are the limits for how much you and your employer can contribute to retirement accounts on your behalf.

How The Markets Moved After A Trump Victory
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Beware of reading too much into three days of market movements.

Mailbag: Which Investment Fund Should I Purchase To Minimize Fees?
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On the surface it seems like option 3 (VHT) is the best deal. Is there anything I am missing?

The Minimalist Budget
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If you want to be really minimalist about your budgeting, here’s what we suggest: the 65-25-10 rule.

The Finance of Crowdfunding
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There are three types of crowdfunding each defined by what people receive in exchange for the money they pay: Reward-based, Donation-based, and Equity-based.

Avoid Age Appropriate Money Mistakes
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Every decade of life brings new financial challenges. Try to avoid these common pitfalls.

Interview of Dr. Randall Bell, Author of “Rich Habits, Rich Life”
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Dr. Randall Bell develops strategies to overcome problems and maximize peak performance.

How Can I Give Away Money from My IRA?
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What if you do not need all the money from your RMD and you are also charitably inclined?

Examples of the Narrative Fallacy
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To illustrate this principle, I analyzed a week’s worth of “Morning and Midday Market Views” provided by the Schwab Center for Financial Research.

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