Robo Advisor Pros and Cons | Are They Worth It? The Truth About Automated Investing
Robo-advisors have gone from a niche experiment born during the 2008 financial crisis to a mainstream way to invest, with
5 Huge Robo-Advisor Myths Smashed
Are Robo-Advisors Worth It? 5 Myths Busted by an Expert You must read this article (or watch the video) if
Why is Asset Allocation Important? The Most Crucial Investment Concept
The beginning of the year is portfolio rebalancing time for investors. I write a lot about investing as I believe it is an achievable path to long term wealth. If you don’t know what asset allocation is or much about investing at all then this article is for you.
What Should My Asset Allocation Be? Lessons From 2025 Returns
Wondering, “What should my asset allocation be?” The 2025 market performance data can inform sensible asset allocation ETF portfolios. Key
Roth or 401k, Which to Max Out First?
Roth or 401k Which to Max out First? This is an excellent question, which to max out first, a 401K or a Roth IRA? The easy answer, max out both the 401K and the Roth IRA! You can’t go wrong saving and investing as much as you possibly can now.
Retirees: What To Do When You Have Enough? (And Why It’s More Complicated Than You Think)
Many retirees await the day they can say, “I have enough.” But the reality of having enough money to retire
How To Double Your Net Worth Of $500,000 To $1 Million
A reader wrote in asking how to double his net worth, from $500,000 to $1,000,000. Doubling a net worth of
Guide to Speculative Investments – What Percent Should I Invest?
When and how much to allocate to speculative investments? If passive investing is the right strategy, is there room for any active investing?
How To Start Investing For Women
Invest Like a Woman and Become a Millionaire by Investing With my experience as a multi-decade investor, former professional portfolio manager and university investments instructor, I will reveal easy to implement strategies to build wealth for women (and men too). Research by Prudential found that women worry more about risk than men. I get it, despite investing for decades, I’m scared of risk too. Women report that they lack confidence in finances too. Even though in multiple studies, women…
Historical Stock and Bond Returns – Predict Future Investment Performance
Historical Stock and Bond Returns-Predict Future Returns I’m a bit obsessed with historical stock and bond returns. Since I’m a control freak, and the future is unknowable, knowing historical stock and bond returns gives me an illusion of control. And I’m not alone in my interest in historical stock and bond returns. If you’re wondering why you should care and how understanding historical stock and bond returns might help you, read on. Financial educators frequently use the historical return …