Knocking off these investment jobs will keep you focused on the big picture.
On the short list: You're concerned about retirement readiness, index funds are easy to recommend, and 'more' isn't always better than 'enough.'
We help a still-working couple juggle debt paydown and retirement funding while preparing their portfolio for drawdown.
With retirement and college years drawing closer, a couple finds a situation-appropriate stock/bond mix.
A low-cost 'Bogleheads' philosophy has served as this couple's true north, but recent market fluctuations have them questioning their plan.
Their 401(k) assets crossed the $1 million mark, but could they be doing more?
On Day 1 of our Portfolio Makeover Week, we help a retiree up his portfolio's growth potential while keeping a lid on risk and volatility.
Make sure you're not geeking out about small-bore investment problems while giving short shrift to the game-changers.
Tips for selecting the right account type, using new contributions to adjust your portfolio's allocations.
Understand the 'pro rata' rules, the logistics, and the long-term viability of this maneuver.
The longer the holding period, the greater the benefits of making these contributions.
Pre-emptively selling appreciated winners can reduce future tax bills, help address portfolio problem spots.
Ongoing redemptions from active funds and a long-running bull market mean tax pain for many fund investors in taxable accounts.
Pruning losers can reduce the tax hit from rebalancing and mutual fund capital gains distributions.
Counterintuitively, vehicles offering tax-free withdrawals aren't always the best for long-term care savings.
A single asset threshold seems appealing, but it may provide a false sense of security.