Backdoor Roth IRA Conversions — A Word of Caution
A Roth IRA can be an important piece of many financial plans. It [...]
Sequence of Returns Risk
Imagine retiring with an investment portfolio of $1,000,000 and a desire for an [...]
Our Investment Philosophy & Market Timing
Happy summer to you, dear reader. One of the fancy-sounding things that seems [...]
The Perils of Market Timing
The authorities on these sorts of things say that stories are one of [...]
2018 Global Risks Report
The Global Risks Report for 2018 from the World Economic Forum is available [...]
Our Own Worst Enemy
A major reason for investors under-performing indexes and even the funds they invest [...]
The Magazine Cover Story Phenomenon
The Magazine Cover Story phenomenon in investing suggests that by the time a [...]
Five—Make That Six—Secrets About a Roth IRA
Here’s a blog post from Investopedia on five “secrets” of a Roth IRA. Give [...]
Thriving On Neglect
I think it’s fair to say that investors are more likely to make—or [...]
19 Questions to Ask Your Financial Advisor
One of my favorite blog posts of all time is one from Jason [...]