A recent paper from Vanguard sheds light on when it makes sense to transfer funds from a traditional IRA to a Roth IRA (a Roth conversion). Recall that the
The investing world lost one of its luminaries today with the passing of the legendary John Bogle, the founder of Vanguard and a pioneer of bringing low-cost
With the recent market volatility, especially in the fourth quarter of 2018, some opportunities for tax loss harvesting appeared, particularly for those
The fourth quarter saw a reversal of the third quarter gains, with the major market indices ending well into correction territory (down more than 10% from
Simon Lack, the author of The Hedge Fund Mirage: The Illusion of Big Money and Why It’s Too Good to Be True famously issued a challenge for anyone to show
Overall, the 2018 mid-term elections went the way they were broadly expected, with the Democrats capturing the House and Republicans holding on to the