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.

How to Evaluate an Investment Portfolio

Evaluating your investment portfolio is a critical task for DIY investors. That’s particularly true if you have an investment advisor manage your money and are now considering taking over the reins. That’s exactly the situation of a reader named Dave who emailed me recently. He’s five to 10 years away from retirement. His investments are […]

Published or Updated: May 2, 2016

Investing in Lego: A Fun and Unexpected Option

Derek Brameyer

I’m a huge Lego maniac. I’ve loved Lego since I was a kid, and to this day, I still build and collect sets. In fact, I just finished building the recently-released Lego Maze, which I highly recommend! You might be surprised to find that besides being all-around awesome, certain Lego sets and minifigures appreciate in […]

Published or Updated: April 15, 2016

Thrift Savings Plan User? This is the Only Cheat Sheet You’ll Need

Mark Hull

Are you a federal employee or member of the Armed Forces interested in retirement planning? Do you want to take control of your financial future? Are you craving an investment plan that you can manage on your own? You’re in luck because you have access to a great investment program: the Thrift Savings Plan. This TSP Cheat Sheet covers […]

Published or Updated: April 16, 2016

Finally, Investment Advice That Won’t Rob You Blind

The Department of Labor released its final regulation on what’s known as the Fiduciary Rule. The rule requires those offering paid financial advice on retirement accounts to put their client’s interests first. While at first glance the rule seems anything but objectionable, it raises some concerns. One key concern is cost. While fee-only advisors promote the […]

Published or Updated: April 10, 2016

The Money Binder: How to Prepare Your Finances For Your Death

In many families one person handles the finances. In our case, I handle everything about our money from budgeting to investing. My wife has no interest in taking over this responsibility. And that presents a potential problem. What would my wife do should I get hit by a truck? How would she handle our investments? […]

Published or Updated: March 28, 2016

Be Careful: Fee-Only Advice is Not Conflict Free

Bill Ryan

A couple of years ago, I sat for and passed the Certified Financial Planner™ (CFP®) exam. If I ever decide to hang out a shingle and become a financial planner, I will become a “fee-only” advisor. I currently manage my own investments, but if I were going to hire a financial advisor, it would be […]

Published or Updated: April 3, 2016

7 Ways to Give Stock as a Gift

Instead of giving a gift that will end up in some garage sale in two or three years or a gift card that will enable the recipient to purchase an item destined for the same fate, consider giving stock as a gift. Stocks hold their value better than more traditional gifts and even have potential to increase in […]

Published or Updated: April 3, 2016

Review of the Vanguard Total World Index

There are a number of funds available that are designed to meet all of your equity investing needs within the same fund. In the case of US and international stocks, Vanguard Total World Index (VTWSX) is an effort in that direction. VTWSX has turned in a respectable performance given that foreign stocks haven’t performed at […]

Published or Updated: February 28, 2016

The IRA Investor’s Checklist

There’s so much discussion about IRA contributions, especially during tax season. As simple as an IRA is on the surface, they come with rules that can quickly complicate retirement savings. The complications become particularly acute when it comes to deducting IRA contributions. For that reason, we put together an IRA investors checklist for the 2015 […]

Published or Updated: February 14, 2016

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