Articles

For our standard gone-fishing portfolio, we made two changes.

This gone-fishing portfolio is our default portfolio which can be used at any custodian.

We recommend this gone-fishing portfolio for investors with brand loyalty to Vanguard.

Last year, our 2023 Marotta’s Gone-Fishing Portfolio was a recommendation of 12 stock investments. This article is to report on the 2023 performance of those twelve stocks.

In 2003, David stopped to rescue a snapping turtle from 250 West. Even now, the financial planning lessons from that turtle are still sage advice.

Once you have calculated the funding requirements for your college savings goals, there are three strategies for funding the accounts.

It is common for investors to be surprised by movements in their portfolios. This 2019 article reminds us though that even volatile movements can be quite normal.

Taxpayers waiting for final guidance, have seen penalties waived for 2021 or 2022 RMDs, for 2023 RMDs, and now for 2024 RMDs.

Here are several tips on how to live richly on your own.

This quarter, we saw that in 1-year returns ending March 31, 2024, Developed Freedom Investing had a -5.8% disadvantage, Emerging Market Freedom Investing had a +3.83% advantage, and Overall Freedom Investing had a -2.89% disadvantage.

This 2009 article reminds us, “When we are worried about our expenditures, we tend to look at the dollar amounts more than the frequency of our purchases.” However, to combat mindless spending, we should look to trim recurring expenses first.

With a savings waterfall, you immediately know which buckets to fill when there is excess and which should remain dry if there isn’t enough for all your goals.

This article offers an overview of what we know about 529 reimbursement timing.

With one memorable password protecting a vault of random ones, you can increase your security immensely while only mildly complicating your access.

As of 2021, here is an overview of how the states and jurisdictions handle interest on certain U.S. government obligations.