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
In today’s job market, offering a low-cost, transparent retirement plan is essential, so here are three steps to get there.
First, the plan administrative
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
As of the time of writing this article (3:45 PM PST on 11/27/2018), the quoted price on bitcoin is $3,782 from www.coindesk.com/price.
“Avoid bitcoin like
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
Another October, another roller coaster ride in the market. And so it went—a daily torrent of CNBC pundits tripping over themselves to explain the
“The Price of Financial Advice Is, Finally, Falling” is the title of a 10/8/2018 Wall Street Journal article by Lisa Beilfuss. The byline reads, “As the
The third quarter saw very healthy gains for most segments of the U.S. equity market, a decent return for international developed, and approximately
As we have stated many times, it is crucial to understand how your financial advisor/planner is paid. The three basic compensation methods are commission