Investing Articles for Beginners and Pros Alike

Here you'll find our articles on investing. We cover everything from asset allocation to mutual fund selection to investing in 401k, IRA and other retirement accounts. The goal is to help you become a better, more successful investor.

DR 138: Interview with WealthFront CEO, Adam Nash

Adam Nash of Weatlh Front

Wealthfront is the largest and fastest growing automated investment service, with over $1.6 billion under management. And it all happened in just three years! I had a chance to interview Wealthfront CEO, Adam Nash. He shares his insights on the platform, and on investing in general. His educational background is in software and design, but […]

Published or Updated: December 16, 2014

DR 136: 5 Reasons Robo Advisors are Worth the Cost

Robo Advisor Cost

As robo advisers grow in assets under management, more people are beginning to ask if using one is the right strategy. My last podcast on robo-advisors brought this email from a reader named Steve: The other timely podcast was the robo-advisor one. I’m in the process of helping my mom move her accounts from Morgan […]

Published or Updated: December 12, 2014

DR 132: Robo Advisors–The Pros and Cons

Robo Advisors

The first so called Robo Advisor I recall is Betterment. Several years ago I met its founder, Jon Stein, and recently interviewed him for the podcast. Since then I’ve used or evaluated Motif Investing, Acorns, Wealth Front, Future Advisors, and JemStep. I’ve also used extensively the free Financial Dashboard offered by Personal Capital. It was […]

Published or Updated: December 2, 2014

Review of Future Advisor–A Tool to Automate Your Investments

Future Advisors Asset Allocation

Over the past few years several new companies have built tools to help automate investments.  Called robo-advisors, these companies take several different approaches to help simplify investing.  One of these companies is called Future Advisor.  In this review, we’ll look at how Future Advisor works, how much it costs, and how it can help you become […]

Published or Updated: November 11, 2014

DR 118: 9 Actionable Tips to Help You Stick to Your Investment Plan

Asset Allocation Returns

It’s advice we hear time and again–stick to your asset allocation plan. Whether the stock market is reaching new highs are new lows, don’t change your investments apart from rebalancing. It’s the kind of advice that is simple to understand, but difficult to follow. In fact, a lot of investors don’t follow this advice. In […]

Published or Updated: October 22, 2014

DR 116: Dividend Investing (Part 3)–Dividend Growth

Pepsi Quote Morningstar

This is the third article in an ongoing series on dividend investing. In part 1 we started with an introduction to dividends. In part 2 we examined how dividends work in conjunction with mutual funds. Today we are going to look at dividend growth. My goal for this article and podcast is to convince you […]

Published or Updated: October 12, 2014

DR 115: How to Prepare Your Spouse to Invest When You Are Gone

In many families, one spouse handles the investments. As for the other spouse, he or she often has little interest in understanding mutual funds, ETFs, asset allocation, or retirement accounts. Yet what would happen if the one handling the investments were to die or incapacitated. How would the non-investing spouse handle this important responsibility? The […]

Published or Updated: October 11, 2014

DR 113: How to Invest in a 529 Plan

Vanguard 529 Map

How should you invest money in a 529 plan? These college savings plans present some unique investing challenges. On the one hand you want the money to grow to at least keep up with the rising cost of college. On the other hand, there is a limited time horizon. Assume too much risk and the […]

Published or Updated: October 3, 2014

Should You Hire an Investment Advisor to Manage Your Investments?

Vanguard Investments

With the advent of low cost index funds, the case for an expensive investment advisor grew considerably weaker. As technological advances have given way to robo-advisors (e.g., Betterment and Wealth Front), the case in favor of expensive advisors has all but cratered. It was with this background that I read the following email from a […]

Published or Updated: December 2, 2014