Latest Articles

A Closer Look at Net Investment Income Tax (NIIT)
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The 3.8% Net Investment Income Tax (NIIT) is a Medicare contribution tax on investment income.

Baby Registry Guide from a Financial Planner (Updated 2024)
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Now that we’ve been parents for a few months, I can confidently say all of these items vastly improved our journey into parenthood.

#TBT Three Reasons To Engage In Gift Giving
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The holiday cliché is to complain about hyper-materialism, but according to anthropologists, gifts and gift giving help shape our identities.

What to Expect Now That the S&P 500 Reached 5,000
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If this level of volatility isn’t your expectation, you are not yet familiar with normal volatility in the markets.

Freedom Investing in Review (December 2023)
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This quarter, we saw that in 1-year returns using the dynamic tilt and ending December 31, 2023, Developed Freedom Investing had a -4.21% disadvantage, Emerging Market Freedom Investing had a +4.78% advantage, and Overall Freedom Investing had a -1.46% disadvantage.

#TBT Cash Has Been the Riskiest Investment
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This 2007 post reminds that because of inflation the value of cash trends down, encourages you to protect your portfolio against a falling dollar, and reveals an inconsistency with CPI calculations and actual inflation.

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