Stuff You Need When Your Child Goes to College
The Wall Street Journal recently ran two articles about getting kids ready for [...]
Have You Considered a Roth IRA Conversion?
What is a Roth IRA conversion? A Roth IRA conversion is when one [...]
A Market Correction is Coming
A market correction is coming, we just don’t know when. Good economists know [...]
Copper, the Metal with a Ph.D.
Copper has been called the metal with a PhD, or Dr. Copper, because [...]
Important Milestones
Here, compiled in an easy-to-read, easily downloadable chart, is a list of important [...]
Choosing a Career Path
Are you unsure about your career path? It’s a lot to expect from [...]
Me, invest in bonds?
After a year like 2019, when stock returns are in the double digits, [...]
Our Investment Philosophy & Market Timing
Happy summer to you, dear reader. One of the fancy-sounding things that seems [...]
19 Questions to Ask Your Financial Advisor
One of my favorite blog posts of all time is one from Jason [...]
Junk Mail or Not?
If you’re a participant in a 401(k), you’ve likely received an Annual Notice [...]