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Latest Articles
- The 60/40 Portfolio for Retirees–Good, Bad or Ugly?The 60/40 portfolio has powered retirements for decades. With 60% stocks and 40% bonds, this balanced fund offers equity-fueled growth and fixed income stability. Today, however, many are calling into question the sustainability of the 60/40 portfolio. Some even argue that it’s dead and that retirees need take on more risk if they want to […]
- How Much Cash Should Retirees Keep On Hand?Moving from a regular paycheck to living off of your nest egg is not an easy transition. At least it hasn’t been for me. One of the many decisions retirees must make is how much cash should they have in the bank. For some it’s a question of budgeting. They keep enough to pay the […]
- How Investment Fees Affect WealthIt costs money to invest. We pay all types of fees, some obvious, some not so obvious. In this article I’m going to walk through the most common investing fees you are likely to encounter. Then we’ll examine just how destructive a seemingly small amount of fees can be to your wealth and retirement. Do […]
- Personal Capital Review and User’s Guide (Update for 2021)
Personal Capital is a financial tool that enables you to manage 100% of your finances from a single dashboard. I’ve used the app for years. In this Personal Capital review and user’s guide, I’ll walk through all of its features and how to leverage them to help you make the most of your money. This […] - 7 Best Mint Alternatives in 2021 (Free & Paid)Mint was one of the first free online budgeting apps when it launched in 2007. Intuit purchased Mint in 2009, and today many users are looking to replace Mint with a different personal finance app. Here are the 7 best Mint alternatives worth considering. Top Mint.com Alternative Picks Of all the options out there to […]
- The Paul Merriman Ultimate Buy and Hold PortfolioI first met Paul Merriman back in 2017. He was kind enough to come on my podcast to talk about what he calls the Ultimate Buy and Hold Portfolio. We’ve kept in touch over the years, and in fact we were just talking about a month ago. In this article we’ll dig into the details […]
- Ray Dalio All Weather PortfolioThe Ray Dalio All Weather Portfolio is designed to perform well in any economic cycle. Using risk parity to match asset classes to economic risk, the portfolio promises to perform well in any market with less volatility than traditional asset allocation models. In this article, we’ll examine the portfolio to see if it should be […]
- 11 Best Quicken Alternatives in 2021 (#1 is Free)Quicken was once the go-to budgeting tool. I used it when it was first released in the 1980s. Today, it’s been eclipsed by apps that enable you to manage every aspect of your finances, often for free. Here are the best Quicken alternatives to consider in 2021. Editor’s Top Picks Of all the options out […]
