March 30, 2015

Schwab Intelligent Portfolios

Schwab Intelligent Portfolios: Incomplete Rebalancing Algorithm

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See our review of the two pros and nine cons of how Schwab monitors and rebalances portfolios.

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birds in snowstorm

Radio: Twelve Tax Planning Agenda Items To Do Before April 15

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It is better to do tax planning all throughout the year, but here are 12 things to do (or plan to do in the coming year) before April 15.

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Investing Lessons from the Birth and Death of the Virginia Company

Investing Lessons from the Birth and Death of the Virginia Company

Investing in America began with the bankruptcy of the hottest stock in England.

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Tax by Fiat: Legacy of James Wilson

Tax by Fiat: Legacy of James Wilson

The arguments for greater government power have always been the same.

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Schwab Intelligent Portfolios: Built on a Faulty Premise

Schwab Intelligent Portfolios: Built on a Faulty Premise

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It is a great marketing campaign, and the service is a wonderful idea, but the asset allocations of SIPs aren’t actually that intelligent.

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Preparing Your "Digital Estate:" Hardware and Digital Property

Preparing Your “Digital Estate” – Hardware and Digital Property

You probably have dozens of online accounts and possibly hundreds of dollars of digital property. What happens to it when you die?

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Vanguard Sends A Letter To Directors, Will A Stick Follow?

Vanguard Sends A Letter To Directors, Will A Stick Follow?

A board of directors is supposed to be accountable to the shareholders but sometimes they need a reminder.

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Are Socially Responsible Investing Funds Better Investments?

Are Socially Responsible Investing (SRI) Funds Better Investments?

“What do you think of the idea of Socially Responsible Investing (SRI) implemented simply by investing in something like the Domini Social Equity Fund (DSEFX)?”

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Stock Ownership Is a Bad Strategy for Social Change

Stock Ownership Is a Bad Strategy for Social Change

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You cannot help a company by buying its stock.

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Jack Bogle: The Value Of An Advisor Who Sticks To A Long Term Plan

Jack Bogle: The Value Of An Advisor Who Sticks To A Long Term Plan

“Advisers need to sell their value as keeping their clients from doing the wrong thing at the wrong time.”

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