Why Wall Street’s Annual Market Forecasts Are the Financial World’s New Year’s Resolution
Every December, right on schedule, Wall Street does something oddly similar to the rest of us: it makes a batch of New Year’s resolutions it won’t keep.
The Hidden Tax Drag: Don't Let Capital Gain Distributions Create a Tax Surprise
Many investors know that the value of their mutual fund shares fluctuates daily. They track the price or Net Asset Value (NAV) and watch their overall balance grow. But as the end of the year approaches, a surprise can be waiting—a large tax bill generated not by selling their own shares, but by the fund manager's internal trading.
Dimensional Fund Advisors vs. Traditional Index Investing: Understanding the Difference
In the world of investment strategies, Dimensional Fund Advisors (DFA) and traditional index investing are often mentioned in the same breath. While they share some similarities, DFA's approach offers a unique twist on and enhancement of passive investing.
The Key Advantages of Working With A Fee-Only Financial Planner
Not all financial planners are created equal, and when seeking help with your long-term financial objectives, it's important to understand the different types of financial advisors: brokers, fee-based advisors, and fee-only financial planners.
Dave Ramsey's Conflict of Interest: Many SmartVestor Pros Sell Fixed Index Annuities He Rejects
Why does Dave Ramsey recommend financial advisors that sell the very annuities he hates?
Sequence of Return Risk: How to Protect Your Retirement from Early Market Downturns
Learn what Sequence of Return Risk is, why the timing of market returns is more critical than the average return, and discover three proven strategies from a CFP® to safeguard your $2M+ retirement portfolio.