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How to Invest a Lump Sum of Money

How to Invest a Lump Sum of Money

Investing a lump sum of money comes down to the question of your tolerance for risk.

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The Danger in Private Real Estate Investments

The Danger in Private Real Estate Investments

August 2, 2018 by Larry Swedroe of Bickingham Alliance(BAM) a national community of like minded advisers

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The Unique Retirement Issues Facing Women

The Unique Retirement Issues Facing Women

Women face at least 12 unique challenges from financial and life circumstances related to long-term retirement planning.

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Latte Factor Calculator

Latte Factor Calculator

The latte factor may not make you rich, but it is a way to bring discipline to your spending that can save you a whole lot of money. 

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DFA Emergin Markets Core Equity I

DFA Emergin Markets Core Equity I

Get Snapshot

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Investment Update

Investment Update

Watch out What You Wish For

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24 Hits
Featured

The Unique Retirement Issues Facing Women

The Unique Retirement Issues Facing Women

Women face at least 12 unique challenges from financial and life circumstances related to long-term retirement planning. Addressing these can be overwhelming and uncomfortable. But, only by understanding the issues can you develop strategies that will provide the greatest chance of achieving your clients’ goals.

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48 Hits
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What is GDP?

What is GDP?

This video briefly walks through the basics of what GDP is and how it is calculated.

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What is a Tariff?

What is a Tariff?

This video from the people at Investing Basics will explain tariffs and discuss some of the benefits and problems.

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Don't Abandon International Diversification

Don't Abandon International Diversification

For the 10-year period 2008 through 2017, a very wide dispersion in returns has existed in markets. U.S. stocks far outperformed international stocks, and growth stocks outperformed value stocks.

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Investing Made Simple - Active vs. Passive Investing

Investing Made Simple - Active vs. Passive Investing

What type of investor are you? This short video from Investing Made Simple explains what it means to be an Active Investor vs. a Passive Investor and illustrates the pros and cons of both. 

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As New Tax Laws Take Effect, Check Your Withholding Amount

As New Tax Laws Take Effect, Check Your Withholding Amount
Do you remember how many withholding allowances you claimed on the last W-4 you filled out? That's the form you have to complete when you begin a new job, so your company's payroll knows how much federal income tax to withhold from your pay.
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Investing Made Simple - Real Estate (REITS)

Investing Made Simple - Real Estate (REITS)
Your plan’s investment menu includes the Vanguard Real Estate Index, an index mutual fund that invests in a diversified portfolio of “REITS” or real estate investment trusts. REITS are investment companies which own and rent out commercial real estate, such as office buildings, industrial and research parks, shopping plazas and residential projects.
 
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142 Hits

Planet Money - Inflation

Planet Money - Inflation

This month's Planet Money podcast: The Cost of Life in America. 

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Opportunities and Incentives under the Tax Cuts and Jobs Act

Opportunities and Incentives under the Tax Cuts and Jobs Act

FYI, great summary of a little known aspect of tax reform which allows investors to defer gains (and receive a 15% step up in basis) by rolling all or a portion of the gains into low income community funds, eg Qualified Opportunity Zones.

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What If You Bought Right Before the Market Correction of 1987?

What If You Bought Right Before the Market Correction of 1987?

The New York stock market crash of 1987 happened 30 years ago when, on October 19, the Dow Jones Industrial Average (DJIA or the Dow) plunged by a then-record 508 points—a 22% decline in the index.

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221 Hits

January 2018 Investment Update

January 2018 Investment Update

Market Comment: Looking forward and backward.

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264 Hits

J.P. Morgan Guide to the Markets

J.P. Morgan Guide to the Markets
I've always found this chart book to be very helpful. 
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294 Hits

4 Pitfalls to Avoid in a Lofty Market

4 Pitfalls to Avoid in a Lofty Market

An Interview with Morningstar’s Christine Benzand Jeremy Glaser.

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272 Hits

Goals… a short Guide

Goals… a short Guide

The word "goals" seems to generate a certain sort of emotional weight, for many, it's a roll-your-eyes-sort-of-dread ... “Not this again.” But we've found the following ideas to be helpful as we enter the annual season of goal setting.

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Investing a lump sum of money comes down to the question of your tole...

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