I'm an Investment Adviser: Why Playing Defense Can Win the Investing Game
Chasing large returns through gold and other alternative investments might be thrilling, but playing defensive 'small ball' with your investments can be a winning formula....
Retirement investing is the process of setting aside money during your working years with the goal of generating income to support you during retirement. It's important to start saving for retirement as early as possible, because the earlier you start, the more time your money has to grow through compound interest.
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Chasing large returns through gold and other alternative investments might be thrilling, but playing defensive 'small ball' with your investments can be a winning formula....
Buffett just invested $15 billion in oil and gas, and you can leverage the same strategy in your IRA to potentially generate 8% to 12% quarterly cash flow while taking advantage of tax benefits that a...
After a sharp rebound in the market, you may still feel the lingering effects of recent volatility. But before the next tide of turmoil, now is an ideal time to deploy the "Sleeping Point" Strategy: a...
Today, I’m thrilled to welcome Dr. Jordan Grumet back to the podcast. Jordan is the Associate Medical Director at Unity Hospice, a financial blogger, and the host of the Earn and Invest Podcast....
Now that I’m retired 10 years, here are some thoughts in retrospect. 1) figure out what you need to live on and then save twice that amount. 2) just invest in the sp500 and ignore the ups n down...
What time is it? It’s reader case time! Hi Kristy and Bryce Thank you for your awesome blog+ investing course series! I’m also a big fan of your book (and a UWaterloo alumni living in Wate...
You’ve got your tax-free Roth accounts and your tax-deferred retirement accounts. Should you invest the same way in each? Kevin in Denver wants toknow. Jim and Pam in Orange County are eligible ...
Recently turned 60 and choose to still work even though I do not need to. My spouse and I came from homes where saving and planing for the future were a priority. We both started saving and investing ...
Big portfolio adjustments can do more harm than good. Financial experts suggest making thoughtful, strategic moves that fit your long-term goals....
Ever since I left my day job in 2012, I’ve used a form of the dumbbell investing strategy to grow my wealth while protecting against large losses.It’s a framework that’s helped me st...
My Uncle gave me my first share of stock for my birthday in May of 1995. That one share of Chevron set me on a path to learning to invest most effectively — by doing it myself. All the books, bl...
President Donald Trump is considering an executive order to open retirement plans up to private equity and alternative investments. Here are a few key considerations....
Money Versus Time: Change Is Hard The FI crowd has a hard time giving up old habits. Optimizing for hardcore saving and investing will get you to the Promised Land of FI. But it will hold you back onc...
Despite health savings accounts being highly tax-advantaged, most savers do not fully utilize their unique benefits, new data from the Employee Benefit Research Institute shows....
The cryptocurrency market in 2025 is at a pivotal moment. With record highs, mainstream adoption, and a surge in institutional interest, many investors are asking: Is it too late to get in? The answer...
A new investor might not understand that looking at a fund's past performance doesn't mean it'll have similar future returns. Here's why. The post Why You Can’t Invest by Looking in the Rear-Vie...
I've read Cryptocurrency investing for Dummies and just finished Easy Money by Ben McKenzie. I can't figure out for the life of me why companies like Walmart and Amazon would be exploring getting on t...
Provision including “Invest in America Act” pilot program in One Big Beautiful Bill would…...
Provision including “Invest in America Act” pilot program in One Big Beautiful Bill would…...
Millennial women were likelier to feel higher levels of confidence in their investing…...
Answering reader questions about the Mega Backdoor Roth, the regular Backdoor Roth IRA, and IRA rollovers. We also talk about high-yield dividend funds and answer a question about asset allocation and...
Not all physicians or other high-income earners take their cues from John Bogle. Some have their own ideas about how to invest their money, The post Here’s Where Doctors Are Most Comfortable Inv...
Direct indexing provides a more efficient approach to investing that can boost after-tax returns, but is it right for you?...
Alternative investments are gaining ground, yet retirement investors must carefully weigh risk, liquidity and portfolio fit....
I get asked this all the time: “What percent of my income should I invest if I want to retire early?” But that question misses the point. There’s no golden percentage. No magic numbe...
Avoid investing mistakes with insights from Barry Ritholtz’s How Not to Invest. Get 3 key lessons to do better with your money. The post 3 Great Ideas from Barry Ritholtz’s Fantastic Book,...
Real estate investing professional explains the tax advantages and efficiencies of investing in car wash real estate....
Carl note: I offhandedly mentioned in a recent post that I had invested in SpaceX. I’m a super nerd and SpaceX sings to my engineer mind. Catching the largest flying thing ever made from a trip ...
Every white coat investor needs to understand the basics of mutual funds. They are, and should be, the mainstay of investing. The post What’s the Difference Between Mutual Funds, Index Funds, an...
Investing isn’t rocket science, but you wouldn’t know it based on how people talk about it. Half the advice out there sounds like it’s written for hedge fund managers, not regular pe...
? Show Notes In this episode, Roger sits down with renowned investment expert Charles Ellis to explore what truly matters in retirement investing. Together, they focus on the key elements investors ca...
How to Automate Your Savings with the 52-Week Challenge and Micro-Investing Apps...
While they can't replace human advisers, AI-based tools can take some of the guesswork out of financial tasks — from budgeting to filing taxes and investing....
This investing method helps retirees avoid running out of money, even in a highly volatile market....
As apps that track congressional stock trading become more popular, investors need to take into consideration some caveats....
It’s that time of year again: Earth Day! You’re probably thinking it’s about planting trees or maybe getting lectured about ... Read more...
Not every investment in real estate is a good idea. Some are downright terrible. Here are some of the worst ways to invest in real estate. The post The 7 Worst Ways to Invest in Real Estate appeared f...
I just retired and had to buy a house late. I am in year 3 of a 30 year mortgage at 6.375%. I have enough in pre-taxed income, 401k, HSA, and Roth to live comfortably but not lavishly. Would I be smar...
Here are some opportunities to consider regarding investing, interest rates and tax cuts as the financial landscape shifts under the new administration....
Most people aren’t broke because they don’t make money. They’re broke because they only make money when they work. The moment the job stops, so does the income, and that’s the ...
Warren Buffett is known for his investing wisdom, his calm demeanor, and his ability to simplify complex financial ideas. But back in 2003, he did something a little different. He sounded the alarm, n...
You could unlock hidden wealth in QOZs with strategic oil and gas investments, potentially combining tax advantages with long-term growth in an essential industry....
How Can Students Learn to Invest & Manage Finances Now?...
How Can Students Learn to Invest & Manage Their Finances for Long-Term Stability?...
Focusing on these market fundamentals can help investors stay grounded rather than being swayed by emotion or market hysteria....
Anyone have some ETF or Mutual Funds suggestions that help balance the risk a bit better in retirement than the S&P 500 index? I have a few years yet to go but I won't be sleeping well if I'm goin...
Investing is one of the best ways to build wealth, but that doesn’t mean it’s easy. The market doesn’t care about emotions, hype, or shortcuts, and bad habits can do serious damage t...
The Pittsburgh Steelers won four Superbowls in the 1970s — a legendary run. My Uncle was a diehard Steelers fan in the 1970s and 1980s. He had season tickets, fabricated an Iron City Beer &ldquo...
With more hours of sunshine comes the season to invest in lawn care maintenance....
Many investors, even white coat investors, think they or their money manager can beat the market. Here's why they're all probably wrong. The post Managers Don’t Beat Markets (Why Index Funds Are...