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Latest Articles
Fidelity ZERO Funds–Are They Worth the Cost?
Fidelity launched its ZERO index funds in 2018 to much fanfare. As their names suggest, these funds carry no expense ratios, a first in the industry. As great as a “free” mutual fund may sound, however, many wonder whether…
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…
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…
How Investment Fees Affect Wealth
It 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…
Personal Capital Review and User’s Guide (Update for 2023)
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…