Now that my income isn't too high that requires a backdoor Roth (having pre-tax money in a Traditional IRA interferes with it), I finally rolled over my 401k from the former employer to an IRA. The ...
Schwab Target Index Funds: Hidden Gems For Your IRA and 401k
With the growth of indexing, Charles Schwab's response is basically "We have them too." They created some in-house index funds and ETFs. The expense ratios on those index funds and ETFs match or ...
Schwab Intelligent Portfolios: Game Over For Betterment and Wealthfront?
Charles Schwab unveiled a free online investment advisory service. It's called Schwab Intelligent Portfolios. Like the other so-called robo-advisors such as Betterment and Wealthfront, Schwab's ...
Schwab Intelligent Portfolios: Primary and Alternate ETFs
I went through the questionnaire for Schwab's new robo-advisor product Schwab Intelligent Portfolios. There were 12 questions. The interface looked very good. Asset Classes Breakdown I answered the ...
Schwab Intelligent Portfolios: The True Cost of A Cash Drag
Duke University behavior economics professor Dan Ariely described in his book Predictably Irrational that people give special treatment to zero more than the number itself deserves. If good-tasting ...
Schwab Intelligent Portfolios: "Holding Cash Is Good For You"
I had high hopes for Charles Schwab's upcoming robo advisor product Schwab Intelligent Portfolios. It's supposed to have Schwab's brand, scale, customer service, IT infrastructure, low-cost ETFs, and ...