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Category: Investing

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faq

How do I Create a Tax-Efficient Investment Strategy?

After nailing down your investment goals, knowing the tax treatment of different investment accounts can help optimize your portfolio. First,…

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faq

What is The Best Place to Invest Money For My Child’s Future?

The best place to save depends on the goals you have for your savings. Before making any decisions about your…

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faq

I Have a Chunk of Cash to Invest. Should I Invest It as a Lump Sum or Dollar Cost Average?

What if I get an inheritance, sell a business, receive a big bonus, win the lottery, etc.? Investing at least…

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faq

How do I Time the Market?

Time IN the market is better than timING the market. Are you worried about getting into the market at the…

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faq

The Market is Dropping and I’m Freaking Out! Is it Time to Sell Everything?

The best thing to do in most cases of volatility is nothing. Volatility should not affect a great long-term plan!…

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faq

I Am in My Early 20s and Starting to Dip My Toe in the Investment World. What Should I Do?

First, save early and often, and follow the FOO! Second, passive investing is often the best investing. What is the…

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faq

What’s the Difference Between Active and Passive Funds? How do I Know Which One is For Me?

Passive investing has become increasingly popular in recent years. Do active funds still have a role in your portfolio? First…

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faq

How Should Bonds and Fixed Income Factor into My Portfolio?

Bonds and similar risk-off assets are an important component of a well-diversified portfolio. Diversification can work even when it feels…

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article

60-70% of My Income Comes from a Year-End Bonus! (How Do I Invest?)

Bonuses are amazing, and in this highlight, we discuss how to invest them properly. Want to know what to do…

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episode

Are Roth Assets the Apex Predator of Your Wealth Building?

We are bringing back a classic from the archives – the apex predator of your wealth building! We realized the…

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