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Latest Articles
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 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,…