Dimensional is offering ETF's!
At Seaborn, I'm dancing a little jig; I've been hoping this day would come for a while, but wasn't sure how it would happen. And now it's...
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A guide to planning and investment jargon
I'd like to throw some words at you that you may hear in conversation with a financial planner and/or investment manager.
Should I buy dividend stocks?
Let's talk about why we own stocks and why we would care whether it generates dividends, and then come back to the question.
The economy is down - why is the market up?
Is the market nuts? Is this some kind of weird bubble, a disconnect from reality that will doom our retirement portfolios?
How to invest cash in a volatile market (or any time, really)
You're sitting on a lot of cash, and you're not sure what to do with it.
"Is it OK to panic a little?" and other pandemic-related questions
Here are a few questions I've heard, and some of the answers I've given.
Are ETF's and indexing a bubble?
It's a valid question, for sure. So let's take a look.
What do I do about my investments and Coronavirus?
Virus SARS-CoV-2 and its resultant disease COVID-19 have gotten the markets shaken. And rightfully so: while the current global death...
When to suck it up and pay capital gains
When should you suck it up and pay capital gains? Good question. Let's walk through the analysis of a few scenarios.
Tax shelters for the middle class
I know, "tax shelters" is a bit of a loaded word, bringing to mind Swiss bank accounts and offshore holdings in the Cayman islands
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