Retirement Planning Is Complicated. Your Retirement Portfolio Shouldn't Be.
While few are predicting a 1970s-style inflation spiral, it’s still worth thinking through how inflation could affect your plan.
This is a great month to delve into your financial records and to create a master directory, which is perhaps your most important document.
The author and financial educator discusses his commitment to indexing, why he believes in small-value stocks, and the perils of performance-chasing.
Calculating a customized inflation rate is better than using a blunt measure like CPI.
Ed Slott breaks down the acronyms and more.
The author and “Capital Allocators” podcast host discusses his new book, the various guests he has interviewed, and the reason why he shared his portfolio with the world.
Dodge toil and trouble by keeping an eye on your retirement date.
And how to make inflation "personal."
Other solutions to keeping it all in the family.
We explore the perils of holding too much in stocks for goals that are within reach.
The financial advisor and author on the best ways for young investors to get started.
The author and financial advisor discusses the importance of tuning out the noise, helping clients align their money with their life goals, and what it means to be a 'coffeehouse investor.'
Now is a good time to check in on your asset mix.
The author and financial advisor on popular mass delusions and whether we're in a bubble.
And when we should expect any changes.
We compare different strategies for generating cash flows, from pure total return to income-centric approaches to annuities.
Striking the right balance between what's sustainable and what's livable is job one.
These vehicles can be bewildering.
The author and investment advisor joins us for our 100th episode to discuss his new book, value stocks and inflation, and the current market environment.
2020's not over--at least when it comes to taxes.
The founder of Flow Financial Planning explains why she made women-in-tech her niche and the opportunities and challenges female tech professionals face.
The data are sobering about women's retirement preparedness, but being pre-emptive can help stave off a shortfall.
We look at some of that data that paint a troubling picture about the state of women's retirement preparedness.
The Flow Financial founder talks about supporting women in the tech industry, IPOs and restricted stock, and what it means to be a financial life planner.
It's time to review your IRA and HSA contributions.
A closer look at the data suggest that income may be the real determinant of women's investing choices.
In our latest stress test, the strategy has delivered cash flows and held the portfolio's value steady.
The uber-successful manager of Magellan Global Equity discusses the firm's unusual origin story, China, and how to build a cohesive world-stock portfolio.
We've designed these portfolios to maximize returns while limiting Uncle Sam's take.
Our model portfolios are designed to facilitate in-retirement cash flows--and to limit Uncle Sam's take.
The key isn't to take no risk at all, but to let the probabilities tell you how much.
Tax considerations suggest yes, but other factors may argue against it.
No matter your life stage or financial goals, identify the right investments for the job.
Small steps to avoid the 'procrastination penalty' can make a big difference in your eventual return.
Proper accounting of cost basis is essential to avoid paying more taxes than you need to.
Has tax season become a frustrating paper chase? These tactics can buy you some relief.
From contributions to conversions to distributions, don't fall into these traps.
Tips for selecting the right account type, using new contributions to adjust your portfolio's allocations.
Taking care with asset placement can result in big tax savings.
Three arguments against getting started in investing with individual stocks.
This vehicle can help you hit a triple tax advantage.
The New York Times columnist offers insights from research he conducted for his just-published book, "The Price You Pay for College."
The biggest takeaway from that period is not to panic when the market tumbles.
Morningstar’s director of manager research on 'Flowmageddon,' seismic shifts in the fund industry, and why fund-company mergers usually fizzle.
The author and The New York Times columnist discusses college during the pandemic, the 'psychological head trick' of merit-based financial aid, and what's driving college costs upward.
Key financial priorities for investors in the peak earnings years of their 40s and 50s.
Maps to follow no matter where you are in your investing life.
Christine Benz talks about the current tax implications for contributing to IRAs.
A lower starting withdrawal rate doesn't guarantee you'll have to live on less.
A two-time Morningstar Fund Manager of the Year winner on the benefits of concentration, the attractions of utilities and BB bonds, and his team's focus on "return on time spent."