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Our Articles

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.

Radio: Should You Pay More Tax Than Legally Required?
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Is there morality that supersedes legally abiding by the tax code?

The Case for Investing in Energy Companies
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Energy’s low correlation with nearly every other major asset class means even very conservative investors should consider over-weighting Energy stocks.

How Much Can I Give Away to Charity This Year?
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If you give away more than 50% of this year’s income, you cannot deduct it this year, but you can carry it forward for up to 5 years.

The Narrative Fallacy
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No one would click on the headline, “Stocks went up today and we have no clue why.”

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