3 Tax Maneuvers To Execute Before December 31st
The U.S. stock market is up approximately 20% this year. International stocks have done even better. While it's fun to watch our 401(k)...
Financial Complexity Is Killing You
Yes, literally. It's a well established principle in psychology that complexity contributes to mental illness. As we voluntarily pack...
5 Things Brokerage Firms Need To Stop Saying
When I drive to my office in the mornings, I usually listen to talk radio. Normally, I tune out the advertisements in between segments....
Lessons For The Next Crisis
Confession: I didn't write this post. It's borrowed from Dimensional Fund Advisors, a research-based mutual fund company managing $518B...
How To Use A Health Savings Account
Health Savings Accounts, or HSAs, are tax-deferred accounts for individuals or families who are covered under a "high deductible health...
Investors Have It So Good These Days
Ever been told you shouldn't take something for granted? This is another one of those lectures. When I first entered the financial...
What To Do After Your Emergency Fund Takes A Hit
Last weekend, my wife and I experienced a sewage backup in our downstairs. I'll spare you the gross details. A cracked pipe under our...
Smart Beta Can Enhance Investment Returns
Smart Beta is the investment concept of deviating from a normal market capitalization weighting in a portfolio. To define these terms,...
How To Earn 1% On Your Checking Account
Banks have been stepping on us with interest rates for years. If you feel anything like I do, you're frustrated that you earn basically...
What You Need To Know About The New Department of Labor Fiduciary Rule
Last month, the Department of Labor's new "Fiduciary Rule" governing financial advisors was scheduled to take effect. Although officially...
