Articles

Designating your beneficiaries is an important step in setting up and managing your retirement plan account.

I cannot imagine any consumer who, if they understood how such a select list of advisers was actually compiled, would use this list. Why limit yourself only to firms willing to pay a referral service to endorse them?

The first step to answering this question is to check that the school you want to attend is an eligible educational institution.

Be on your guard to avoid wasting money following the advice of an article written to maximize revenue.

Luckily, you can update your address online. Unfortunately, it is not as straightforward as the average investor suspects it will be.

The process of correcting cost basis problems, although time consuming, is worthwhile.

With these moderate interest rates, the only clearly wrong decision in my view is buying a car on loan because you cannot afford it outright.

Here are some of the best practices to protect your identity.

Schwab used to have a streamlined service for ordering more checks. Now as of 2019, they have outsourced their check ordering to a third party.

Using the analogy of a peach orchard farmer compared to a doomsday weather watcher, David Marotta reminds us in this 2004 article that “For the speculator, speed is everything. Not so, for the investor.”

A low forward P/E suggests higher expected appreciation.

These are four possible consequences of Regulation Best Interest.

In 2009, David Marotta wrote a five-part article series for the Charlottesville Business Journal covering basic investment strategies. Its advice is still relevant today.

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.

In reality, all three “myths” are cause for real concern about SRI, ESG, and other so-called impact investing.