Advisors: Just Go With the Cash Flow
It can take a lot of work to set up, but planners who help clients use effective cash flow management can greatly improve their lives.
Advisors: Just Go With the Cash Flow
It can take a lot of work to set up, but planners who help clients use effective cash flow management can greatly improve their lives.
Oil Prices Pull Back After Breathless Rally
Oil prices fell in Asian trade as weak Chinese manufacturing data and profit-taking pared some of crude’s 25%-plus gains of the previous three trading sessions.
DoL Fiduciary Proposal: How Tech is a Game Changer
Industry arguments against the DoL’s fiduciary rule proposal do not consider the digital revolution in financial advice.
DoL Fiduciary Proposal: How Tech is a Game Changer
Industry arguments against the DoL’s fiduciary rule proposal do not consider the digital revolution in financial advice.
Many Celebrity Entertainers Fail To Effectively Plan Their Estates
Celebrity entertainers can amass significant wealth, and they can choose how and who will inherit. However, many celebrities do a less than optimal job of transferring their wealth to their heirs and to charitable organizations. Even though celebrities…
The Boom for Alts Training is Here
There’s a surge of interest in learning more about the complexities of alternative investments. Don’t be left behind.
The Boom for Alts Training is Here
There’s a surge of interest in learning more about the complexities of alternative investments. Don’t be left behind.
Is It A Temporary Recovery For Oil?
Chinese Satisfaction Rebounded After Last Economic Crisis
Chinese satisfaction with income and savings rebounded after the last economic crisis. Two-thirds are satisfied with their household income, while satisfaction with savings jumped 19 percentage points.
Will Investments in Infrastructure Trump Kenya’s Political Woes?
Kenya hopes for regional prominence with big investments in infrastructure even as corruption and terrorism threaten to slow growth.
Firing Up the Low-Cost Model
Index funds, robo advisors and likely Labor Department regulations are all putting pressure on the traditional 1% AUM fee model.
Firing Up the Low-Cost Model
Index funds, robo advisors and likely Labor Department regulations are all putting pressure on the traditional 1% AUM fee model.
Yahoo CEO Marissa Mayer is expecting twin girls
Yahoo CEO Marissa Mayer is pregnant and expecting identical twin girls in December.
Activist Investing Daily
Tesla: 2015 Plan Turns To 2016
ETFReplay.com Portfolio September Update
Wilson: It’s Pointless for Stock Investors to Fixate on Fed Liftoff Date
It’s Pointless for Stock Investors to Fixate on Fed Liftoff Date By David Wilson The timing of the Federal Reserve’s first interest-rate increase since 2005 may have little effect on U.S. stocks, according to Ehiwario Efeyini, a senior research analyst at U.S. Trust, Bank of America Private Wealth Management. As the attached chart shows, the…Read More
Philip Morris Starting To Look Attractive Again
What Young Advisors Want from Hiring Firms
With the pool of next-gen advisors so shallow, firms need to know where to look and what to say to attract new planners.
Diversified Asset Allocation Portfolios For Your Plans
Featured Brokerage Plans
| Vanguard ETF: | 10%* |  |
| Diversified Core: | 11%* | |
| Six Core Asset ETFs: | 10%* | |
*:5 Yr Annualized Return of TAA Moderate Portfolio
Bogleheads Latest Posts
- Re: Does anyone hold Vanguard Windsor II or Wellington? April 18, 2021I've held Windsor II since about 1998. I bought it when I was just first starting to learn about mutual fund investing and a buddy had recommended Vanguard funds, and I think I read an article about the success of the original Windsor fund. Anyway, I put several thousand in it back then and never […]jchris
- Re: Roth Conversion. Vanguard Tax Form Screw-Up? April 18, 2021hirlaw wrote: ↑Sun Apr 18, 2021 6:17 pm In 2020, I converted a sum from a Vanguard traditional IRA to a Vanguard Roth IRA. The Form 1099-R I received from Vanguard includes the full sum in Box 2a, "Taxable amount". Box 2b is checked as "Taxable Amount not determined." The Box 7 Distribution Code shows […]lstone19
- Re: What does "won the game stop playing" mean in practice? April 18, 2021goingup wrote: ↑Sun Apr 18, 2021 10:27 am humblecoder wrote: ↑Sun Apr 18, 2021 10:01 am I respectfully disagree. If you have met your financial goals, then it makes sense to lower your risk since you don't need to take any more chances. That is a spirit of the saying, and I think it is […]humblecoder
- Re: Convert to Roth or stay in tax deferred? April 18, 2021Sahara wrote: ↑Sun Apr 18, 2021 6:29 pmDavid, I haven't been able to follow all of the numbers here. Is that the rationale here that the OP's withdrawals after age 2026 are large enough to exceed the standard deduction and place the OP in the 22% bracket at that time? Also, could you speak to […]David Jay
- Re: 150K income limit April 18, 2021Perfect way to save. This should be the default way to save, as long as you have enough for expenses on the paycheck, which you shoudl (in ost cases) if you are looking at >$175k annual income.edudad