Unbiased advice vs. the incentive
Having a relationship with a fiduciary advisor means never having to wonder what incentive is behind the...
A balance sheet of your own
A balance sheet is a simple document. It spells out all of the things you have (assets) and all of the...
Index funds: if you can’t beat the market, just buy all of it
Forty years after their invention, index funds are starting to get their due. What is an Index? When we...
Touring the Maryland 529 College Savings Plan
529 plans offer powerful, tax-free compounding of investment returns when used properly
Who wants to buy a house?
In the last decade, no investment has been re-scrutinized as much as home ownership. A house as a badge...
Are you a customer or a client?
There is no reason ever to settle for being just a customer
4 mistakes smart people make when saving for college
Saving money is hard enough without these common errors.
Understanding your investments: “net asset value”
First of a series on the basics of mutual funds
The hidden cost of bonds
Bonds, when done right, are supposed to be boring. Make sure they are cheap as well.
Stupid math tricks with investment returns
“Money makes money. And the money that money makes, makes money” - Benjamin Franklin