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“Truly invaluable advice, plus a well written and interesting read.” —Margaret

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Latest Articles

Ray Dalio All Weather Portfolio

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, the portfolio promises to perform well in any market with less volatility than traditional…

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The Warren Buffett Portfolio Any Investor Can Copy

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 that he recommended a very simple portfolio that any investor can use. In fact,…

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7 Best IRA Accounts to Open in 2023

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 and tools that make investing easy.  Summary of Best IRA Accounts Betterment Best Robo…

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The Ultimate Investment Tracking Spreadsheet

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 investment tracking app is Empower (previously called Personal Capital), another tool I use is…

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Tiller Money Review and User's Guide (2023)

March 2, 2021
Tools

Tiller Money enables you to manage your financial life in spreadsheets that are automatically updated every day. The tools make it easy to create budgets, track net worth, and even manage your Investments. We'll take a deep dive into…

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How to Build a Three Fund Portfolio

February 26, 2021
Investing

A three fund portfolio is a simple approach to investing that, as the name suggests, involves just three mutual funds or exchange-traded funds. In just three funds, an investor can build a diversified, low cost portfolio that's easy to…

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