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Latest Articles

Personal Capital Dashboard

Personal Capital Review and User’s Guide (Update for 2022)

Rob Berger June 14, 2021 Tools
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. …
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The Paul Merriman Ultimate Buy and Hold Portfolio

Rob Berger June 1, 2021 Investing
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 …
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Ray Dalio All Weather Portfolio

Rob Berger May 21, 2021 Investing
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, …
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The Warren Buffett Portfolio Any Investor Can Copy

Rob Berger May 7, 2021 Investing
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 …
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7 Best IRA Accounts to Open in 2022

Rob Berger March 30, 2021 Retirement
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 …
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The Ultimate Investment Tracking Spreadsheet (Just Updated)

Rob Berger March 5, 2021 Investing
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 …
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