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Latest Articles

The 7Twelve Portfolio–A Case of Diworsification

December 2, 2022
Lazy Portfolios

There are several different “lazy portfolios” you can employ if you like the set-it-and-forget-it portfolio concept. One of the less common – and less understood – versions is the 7Twelve Portfolio. It is one of the more complicated lazy…

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ProjectionLab Review – Financial Planning Software

November 28, 2022
Tools

ProjectionLab is a financial simulator that will help you work out the mechanics of financial planning. It enables you to enter your current financial profile and future projections, then determine when you’ll reach your goals. But it does more…

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Series I Savings Bond Rates Now Stand at 6.89% (Updated November 2022)

November 10, 2022
Investing

Series I Savings Bonds rates fell from historic levels this month. The Labor Department released Consumer Price Index (CPI-U) data last month that showed prices rising by 8.2% for the 12 months ending Marcy 2022 and 2.34% over the…

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7 Best Short-Term Investments to Save Money (2023)

August 1, 2022
Investing

There are a lot of good reasons to hold cash. An emergency fund is a must. Then there's saving for a home or vacation. Whatever the reason, the big question is where are the best short-term investments to park…

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A List of Low Cost Financial Advisors (Say NO to 1% Advisors)

March 29, 2022
Investing

Investment advisors charging one percent of the investments they manage for you is the industry norm. Many charge more than that. Not sure how fees may affect your wealth over time, then check out this report. In an effort…

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3 Best Robo-Advisors in 2023 (Out of 23 Evaluated)

March 22, 2022
Investing

Robo-Advisors promise to make investing easy at a very low cost. Investors have taken notice. According to one estimate, automated investing platforms will manage nearly $1.5 trillion by 2023. With dozens of options, however, picking the best robo-advisor can…

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