Learn how the Tax Cuts and Jobs Act of 2017 allows tax-free capital gains in Non-Retirement accounts for some taxpayers, and determine if you qualify.
How to Get Tax-Free Capital Gains without an IRA
A Review of Fidelity Go – Is Fidelity’s Robo-Advisor Ready for Prime Time?
Fidelity's Robo-Advisor product has good investments, investor control, and low expenses. Find out if it is a viable alternative to self-directed investing.
How to Use Diversification to Profit from All Market Conditions… Even a Recession
Properly diversified portfolios behave predictably and allow investors to profit from all market environments... Even recessions.
How Much Would You Have to Save to Double Your Social Security
Find out how much your retirement accounts would have to be worth to double your social security. It's less than you think.
Take a Lesson from Real Estate: Never Sell Your Investments
Find out why the 4% withdrawal rule does not mean selling investments during retirement. Selling shares reduces your retirement income. Forever.
Cryptocurrency Is Not An Investment. Here’s Why.
Cryptocurrency does not currently meet my criteria of an investment. It is a speculative gamble and has no place in my portfolio.
Warren Buffett is Right: Investing in the S&P 500 is a Bet on America
Find out what happened when my dad asked if we should invest in Costco or stick with a low-cost S&P 500 Index ETF.
The Value of Simplicity in Your Investments
The right portfolio for you will have an allocation that you can manage, with costs under control, and little chance of execution errors.