Get a checkbook for your IRA
Making charitable gifts directly from an IRA gives you the most charitable bang for your after-tax buck
Young investors meet maximum growth
Young and working hard? The Roth IRA is your ticket to tax-free compounded growth
John Bogle’s legacy
Most of what we think of as modern index investing can be traced to one man.
What’s not going to change in 2019
Sure, 2019 will be different in many ways. Not these.
Trump family financial legacy, explained
Grantor Retained Annuity Trusts (GRATs) have been around for ages. Someone you may have heard of was...
Getting out of a High-Tax State
The dream of not paying state income taxes almost always loses to other considerations. Here's the...
Taking Stock at the Halfway Milepost
Most people take stock of where they are financially at the turn of the new year. I have a different...
The Beach House
After twenty years in practice, I cannot think of any one concept that has generated more passion, fury,...
Dancing with investment fears
We can make investing simple but we can't make it easy. Here's how to dance with your fears.
It was 20 years ago today….
Two decades in the financial trenches hopefully taught me something!