An insider’s account for how assets under management fees are a poor fit for financial planning.
Splitting The Advisor’s Alpha
Explore the relationship between value and price.
Advice-Only: The Best Model For Financial Advice People Need And Want
Beyond fee-only, advice-only is the best model of obtaining financial advice.
My Smartest Financial Decision
My smartest financial decision years ago created foundation for my financial security today. What was yours?
Index Funds vs Real Estate Crowdfunding: Safety In The Mainstream
It takes a certain mentality to not seek out every opportunity. You don’t have to venture outside the mainstream when mainstream already works well enough.
Replace Lost Or Stolen Savings Bonds: A Real Life Experience
A real life experience of how to get lost or stolen savings bonds replaced.
MassMutual Whole Life Legacy 10 Pay With LISR Review
A case study of a whole life policy as a tax-free investment vehicle with no stock market risk.
CD Early Withdrawal Penalty Calculator: Extending the Term
Here’s a calculator to help you decide whether you should take an early withdrawal from an existing CD to buy a new longer-term CD.
Now With Small Caps: New Fidelity International Stock Index Fund
Fidelity’s Total International Index Fund is more diversified than its other international index funds.
What If You Invest In Actively Managed Funds?
Investing in actively managed funds can get you to the same place as investing in index funds. Investing to begin with and a sound asset allocation are more important.
Transfer IRA From Mutual Fund To Credit Union For CDs
It’s not hard to transfer part of your IRA from a mutual fund company to a credit union to buy CDs.
Why Buy When You Know The Price Is Not The Lowest
It’s not possible to buy at the lowest price. When the bottom comes, you can’t tell.