Articles

Which account you should fund depends on your circumstances. However, there are some general guidelines you can follow to make your decision.

You are not obligated to vote just because you own shares.

This 2020 article is for tax preparers of the world. If you did a backdoor Roth this year, send it to yours.

When reviewing our Foreign allocations, we discovered that the foreign Health Care sector has shown high risk-adjusted performance.

The only correct answer to Debit or Credit is “Credit!”

The value of a stock is simply what people are willing to pay for it.

Our Gone-Fishing Portfolios are free to use portfolios that take advantage of the no-transaction-fee, low-cost ETFs or mutual funds of each major custodian. Over the years, we’ve changed the funds and the allocations as new research or securities reveal improvements.

A gone-fishing portfolio is a portfolio of just a few stocks which should weather the ups and downs of the market fairly well while only rebalancing twice a year.

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

We recommend this gone-fishing portfolio for accounts hosted at Vanguard.

This straightforward article about how to value your charitable gifts of appreciated stock may help you in preparing your tax return this year.

We believe these 26 companies will be an effective weight to add foreign healthcare to our portfolios.

Looking closer into each asset class, here’s how our top six asset classes performed between January 1 and December 31, 2020.

After trying Instacart again a handful of times, I finally decided that in-person shopping was cheaper and more effective for my family.

Here you can find our article series detailing how and why you should fund a custodial Roth IRA for your children.