Latest Blog Posts

Is Morningstar Losing Relevance In An Indexing World?

March 31, 2015 in Investing

Morningstar’s data and ratings on mutual funds aren’t that useful when you invest in index funds.

March 24, 2015 in Investing

Schwab Intelligent Portfolios will use Schwab ETFs as the primary ETFs in most asset classes.

March 17, 2015 in Investing

The true cost of holding cash in Schwab Intelligent Portfolios is much lower than what you are led to believe.

A taxable account should still be the last resort. Max out all tax-advantaged accounts before investing in a taxable account.

March 2, 2015 in Reviews

Mint and Personal Capital operate on a different philosophy than Quicken and Microsoft Money. Choose one that matches how you’d like to use the tool.

February 23, 2015 in Investing

Schwab Intelligent Portfolios feature a higher-than-usual allocation to cash. They also place more emphasis on fundamental indexing.

General structure of a co-branded credit card relationship between the program sponsor and the issuing bank.

February 12, 2015 in Taxes

A step-by-step guide on how to enter sale of shares from vested RSUs in TurboTax.

January 12, 2015 in Career and Income

Ramping down savings rate is a challenge too.

January 5, 2015 in Taxes

You can add after-tax contributions and in-service distribution to your solo 401k if you get your own plan document. It costs less than you think.