As some people approach retirement, they start checking their portfolio more and more frequently. I do not recommend this.  This is also...

It has been a rough month for investors. The S&P 500 has fallen roughly 7% in the last month, or about 8% year-to-date. Though some of...

I've had this question come up a couple times with friends and family members, and I imagine there are a lot of people out there...

For a long time I struggled with indexing for the same reasons anyone does. You're buying expensive companies, the market isn't that...

The last two weeks of volatility in the stock market offer a timeless lesson on market crashes: the thing that causes a crash is never...

One of the most common questions I get asked is, “do you think the election is going to cause the market to crash this year?”  My typical...

Let's start with the basics: Should You Wait to File or Not? For each year you wait after full retirement age (probably age 67 for most...

https://www.morningstar.com/personal-finance/howard-gleckman-we-pretend-this-isnt-problem Notes: "But to throw out one more statistic,...

The ICE Binder Your "In Case of Emergency" Binder is designed to be an aid to your loved ones and caregivers in the event that you are...

The concept I'm sharing here is technically wrong, but I think it actually yields a better way to think about saving and investing in the...

One of the biggest mistakes I see among people who have RSUs (Restricted Stock Units) as part of their compensation packages is that they...

I heard this question recently at a Tony Robbins seminar, and found it intriguing. Partly because I hadn't thought about it very much,...

I was playing around with this mortgage calculator tool to see what happens to my mortgage payments when I put more down. You've probably...

This fall, I started an experiment where I stopped using my credit card, opting instead to pay for everything with a debit card. I'd been...

If you're like me, you're thinking, "an election year? Already? Didn't we just have one of those?" Maybe it comes from living so long in...

If you regularly donate to charity and have a taxable investment portfolio (like a brokerage account), you might be missing out on a...

One situation I see fairly often is an aging grandparent making annual gifts to get money out of their taxable estate. This is a pretty...

Thanksgiving is simple, but spiritual. You don't have to have a perfect life, or even a particularly good life. The point is to...

Retirement can feel like an "all-or-nothing" decision. As a result, preparing for retirement not only means being ready financially, but...

The following graph summarizes US market performance year-to-date. Positive performance has largely been driven by large, growthy...