From time to time, people ask to send me details of their current portfolio for some advice. I usually decline respectfully as I don't feel qualified to provide specific investment advice, but I did accept a copy of the general fee schedule for … [Read the rest]
...that's the ad text that they used to target me, apparently someone who may be interested in bright-orange, modern-looking razor blades. I couldn't find the exact ad again, but a similar one is to the right. (Alternate title: Harry's Free Trial … [Read the rest]
Here are some helpful resources on owning only bonds of the highest credit quality as part of your portfolio asset allocation. David Swensen in his book Unconventional Success argued that alignment of interests is important. With stocks, the … [Read the rest]
The Vanguard 529 College Savings Plan (based in Nevada but open to all state residents) is one of the consistent Morningstar top-ranked 529 plans and one of my three personal finalists when choosing a plan for myself. While poking around the … [Read the rest]
A reader recently sent me a set of articles by Scott Burns about a person he calls the Rational Gold Investor here and here. I've been a long-time reader of Scott Burns because while he has been a steady proponent of passive and low-cost investing, … [Read the rest]
If you have any sort of financial account, you've probably gotten one of these privacy forms in the mail: The information they are talking about can include: Social Security number How much you make (Income) How much money you have … [Read the rest]
Here's a quick review of a new credit service called WalletHub. While the stated mission is to help improve your financial situation, at its core is a service that offers free credit score, free credit reports, and free credit monitoring. In … [Read the rest]
Updated May 2016. WiseBanyan has made some changes to their product. The highlights: New logo, mobile-responsive site design, and smartphone apps. Tax-loss harvesting now available as paid feature. WiseHarvesting is their first premium … [Read the rest]
The Wells Fargo Platinum Visa® Card is a credit card that is best for those looking to transfer in balances from another issuer. It also offers a unique cell phone protection benefit with a low deductible, as well as a free FICO score. Here are … [Read the rest]
A while ago, I wrote about a meal planner service called $5 Dinners that provided instructions on how to make 20 slow cooker meals for $150 at Costco. You go to Costco, buy exactly what is on the provided shopping list (6 pack of chicken breasts, … [Read the rest]
This is becoming a recurring theme around here, but I came across an interesting tidbit in this ProPublica article on how your brain plays tricks on you. Emphasis mine: Fidelity did a study of all their accounts to see what types of investors … [Read the rest]
Another source of investment research and market commentary that I track is from Callan Associates. You may recall the name from their annual Callan Periodic Table of Returns. In addition to that, Callan offers free access to their entire … [Read the rest]
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