Articles

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.

If you weren’t spending your money on useless treatment, you could enrich your life in other ways, retire earlier, or be richer.

One of the only articles on the Internet that clearly answers the question Can you fund your Roth with chore income? It’s just an added bonus for its readers that the answer is Yes.

We see ourselves as your primary care provider for finances and strive to become experts in every specialty that you need while accompanying you on any referral to another firm we need to make.

If you inherit a traditional IRA from a person who had a basis in the IRA because of nondeductible contributions, that basis remains with the IRA assets as they come into your ownership.

There is an incentive to lie when your methodology is bad.

Our gone-fishing portfolios are used by thousands of people, so it makes sense the article about it would be among our most popular of 2019. Our 2020 gone-fishing portfolios will come out in February.

We have a large distribution of clients at all portfolio sizes and, surprisingly, have all life stages near equally represented.

A long expansion is nothing to fear.

In all fields, the best methodologies are boring.

Four separate Schwab Tutorials made the top ten articles of 2019 with nearly 12K views each. Perhaps one day Schwab will write their own tutorials, but until then, I’m glad we can help so many people.

Use the following table to look up the 2019 blended index to benchmark your returns.

Investors hurt their finances more by missing out than they do by staying in.