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Latest Articles
Personal Capital Review and User’s Guide (Update for 2022)
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…
The Paul Merriman Ultimate Buy and Hold Portfolio
I 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…
Ray Dalio All Weather Portfolio
The 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…
The Warren Buffett Portfolio Any Investor Can Copy
Warren Buffett is best known as the CEO of Berkshire Hathaway and arguably the most successful investor of all time. What fewer people know is that he recommended a very simple portfolio that any investor can use. In fact,…
7 Best IRA Accounts to Open in 2022
Opening an IRA account is an important step towards saving for retirement. The best IRA accounts have low fees, a wide array of investment options and tools that make investing easy. Summary of Best IRA Accounts Betterment Best Robo…
The Ultimate Investment Tracking Spreadsheet (Just Updated)
Keeping tabs on your investments can be a headache. That’s particularly true, if like me, you have a number of different accounts. While my favorite investment tracking app is Personal Capital, another tool I use is a free investment…