Posts Tagged ‘dfa info’
Time to Prepare Your Taxes
No, I am not crazy. It is the start of May, and it is EXACTLY the right time to prepare your taxes. Read on to learn why!
Read MoreReal Estate and IRAs – Tips for Avoiding the Traps
Are you interested in investing in real estate through an IRA? If you decide to go down this route, here are some traps to avoid—plus several tips that’ll save you from having an uncomfortable discussion with the IRS.
Read MoreKonMari – Learning Financial Planning from Marie Kondo!
There is some brilliance in Marie Kondo’s method, and her approach can be applied to financial planning. Read on to find out how to “tidy up” your financial life.
Read MoreCommodity Investing – Why I Suggest Avoiding
A great rule to follow is this: if you don’t understand something, you should not get involved. For many, commodity investing is one such area. Read on to learn why I take this position.
Read MoreA Private Letter from the IRS – Leveraging the 401(k) Plan to Reduce Student Loan Debt
Did you know that you can get a “private letter” from the IRS that has good news? Read on to find out a bit more about “Private Letter Rulings” (PLRs) from the IRS—plus a surprising way one company is helping employees pay off their student loan debt!
Read MoreCosts Matter – Understanding ALL of the Costs
Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision. Read on to learn about key cost areas that you need to consider when selecting investments to include in your portfolio.
Read MoreTaoism and Investing – Something from Nothing
In investing—as in life—sometimes the best path forward involves NOT moving for some period of time. Learn more here.
Read MoreWho Benefits from an IPO? (Hint: It’s NOT the Investors!)
Are you thinking about jumping in and investing in the latest “initial public offering”? Here’s why I advise you to say NO to the IPO.
Read MoreTiming Isn’t Everything – Why I’m NOT a Fan of “Tactical Asset Allocation”
In spite of all the evidence to the contrary, many people continue to believe they can time the market. Read on to find out why I see these folks making a HUGE mistake.
Read MoreQuarterly Market Review – Second Quarter 2019
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for April – June 2019.
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