One Fund Does It All

One Fund Does It All

Apr 29, 2025

In this issue:

  • Latest in Retirement Savings & Personal Finance: US Food & Engergy Inflation Charts, Empty Shelfs Coming? Part-time Contractors Rejoin on 401(k) Eligibility
  • One Fund Does It All: Savings & Investing in 401(k) Might Not Be That Intimidating
  • Tools & Tips: Retirement Spending Calculator
  • Market Overview
Lazy Portfolios Aren’t Lazy in Growing Wealth

Lazy Portfolios Aren’t Lazy in Growing Wealth

Apr 22, 2025

In this issue:

  • Latest in Retirement Savings & Personal Finance: Golden Rule and The Roth IRA Evangelist 
  • Lazy Portfolios Aren’t Lazy in Growing Wealth
  • Tools & Tips: Investment Arithmetic
  • Market Overview
IRAs as One of the Emergency Fund Sources

IRAs as One of the Emergency Fund Sources

Apr 15, 2025

In this issue:

  • Latest in Retirement Savings & Personal Finance: Back-and-forth Tariff Policies, Stock Market Swings, and Low Retirement Savings Rates
  • IRAs as One of the Emergency Fund Sources
  • The Gotcha in Maximum Solo 401(k) or SEP IRA Contribution Limits
  • Market Overview
Special Issue: Staying the Course Amid Market Turmoil

Special Issue: Staying the Course Amid Market Turmoil

Apr 8, 2025

In this special issue:

  • Latest in Retirement Savings & Personal Finance: Market Turmoil, Majority of Americans Invest in Stocks, …
  • Staying the Course Amid Market Turmoil
  • Tools & Tips: Longest S&P 500 Losses (Drawdowns)
  • Market Overview
The ABCs of Roth Conversions: Backdoor, Mega Backdoor, and More

The ABCs of Roth Conversions: Backdoor, Mega Backdoor, and More

Apr 1, 2025

In this issue:

  • Latest in Retirement Savings & Personal Finance: Tariff Liberation Day, Beefing Up Emergency Savings, and Consumer Confidence at Its Lowest
  • Paying Off Debt or Funding Retirement? How to Decide When Every Dollar Counts
  • Paying off Debt or Investing Calculator
  • Market Overview
The Right Way to Withdraw from Your 401(k) Without Regret

The Right Way to Withdraw from Your 401(k) Without Regret

Mar 18, 2025

In this issue:

  • Latest in Retirement Savings & Personal Finance: $1.5 Million’s Retirement Mileage Across Various States, Therapy Needed in Market Turmoil
  • The Right Way to Withdraw from Your 401(k) Without Regret
  • Credit Card Debt Consolidation Calculator
  • Market Overview
Maximize Your Cash Returns

Maximize Your Cash Returns

Mar 11, 2025

In this issue:

  • Latest in Retirement Savings & Personal Finance: Inflation Pressure and 401(k) as Rainy-Day Fund
  • Maximize Your Cash Returns
  • Good Funds: Capital Group ETFs
  • Market Overview
Roth IRA for Kids? SEP IRA for Rental Income?

Roth IRA for Kids? SEP IRA for Rental Income?

Mar 4, 2025

In this issue:

  • News & Tips You Can Use: 5 Tax Tips For Tax Filing Season
  • 6 Ways to Cope in Your Retirement Savings & Spending Under the Current DOGE, Tariff Regime 
  • Backdoor Roth IRA Pro-Rata Conversion Calculator
  • Market Overview
Dividend Income Investments: Benefits and Pitfalls

Dividend Income Investments: Benefits and Pitfalls

Jan 28, 2025

In this issue:

  • Latest in Retirement Savings & Personal Finance
  • Dividend Income Investments: Benefits and Pitfalls
  • Dividend Income Calculator for Stocks, ETFs, and Mutual Funds
  • Market Overview

June 1, 2015: Summer Blues?

Jun 2, 2015

Stocks are historically weaker in summer. This is one of few prominent stock market anomalies investors should be aware to make a proper risk management decision.