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How The Markets Moved After A Trump Victory
on November 14, 2016
with No Comments
Beware of reading too much into three days of market movements.
Mailbag: Which Investment Fund Should I Purchase To Minimize Fees?
on November 9, 2016
with No Comments
On the surface it seems like option 3 (VHT) is the best deal. Is there anything I am missing?
The Minimalist Budget
on November 8, 2016
with No Comments
If you want to be really minimalist about your budgeting, here’s what we suggest: the 65-25-10 rule.
The Finance of Crowdfunding
on November 2, 2016
with No Comments
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
on November 1, 2016
with No Comments
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”
on October 26, 2016
with No Comments
Dr. Randall Bell develops strategies to overcome problems and maximize peak performance.
How Can I Give Away Money from My IRA?
on October 25, 2016
with No Comments
What if you do not need all the money from your RMD and you are also charitably inclined?
Examples of the Narrative Fallacy
on October 19, 2016
with No Comments
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?
on October 17, 2016
with No Comments
Is there morality that supersedes legally abiding by the tax code?
The Case for Investing in Energy Companies
on October 12, 2016
with No Comments
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?
on October 11, 2016
with No Comments
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
on October 5, 2016
with No Comments
No one would click on the headline, “Stocks went up today and we have no clue why.”
Fixing 401(k) Rollover Mistakes
on October 3, 2016
with No Comments
The IRS has a rule that if you are doing a rollover for a 401(k), you have 60 days to complete that process. But what if you experience a tragedy and can’t finish on time?
Investing In Hong Kong Has Lowered Risk and Boosted Returns
on September 28, 2016
with No Comments
We allocate a portion of our managed portfolios to foreign stocks, and Hong Kong is the highest ranked country on the latest edition of the Index of Economic Freedom.
Roth IRAs Make Great Estate Planning Tools
on September 27, 2016
with No Comments
Taking the smallest distribution each year will ensure the beneficiary achieves the maximum tax-free growth of tax-free income.