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.
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.
Properly diversified portfolios behave predictably and allow investors to profit from all market environments... Even recessions.
Find out how much your retirement accounts would have to be worth to double your social security. It's less than you think.
Find out why the 4% withdrawal rule does not mean selling investments during retirement. Selling shares reduces your retirement income. Forever.
Cryptocurrency does not currently meet my criteria of an investment. It is a speculative gamble and has no place in my portfolio.
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 right portfolio for you will have an allocation that you can manage, with costs under control, and little chance of execution errors.