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Latest Articles

Mutual Funds vs ETFs–Here’s Why Mutual Funds Win

Rob Berger December 11, 2020 Investing
In this article, we’re going to look at the differences between exchange traded funds (ETFs) and mutual funds. In past videos (check out my YouTube …
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How the 4% Rule Works

Rob Berger December 7, 2020 Retirement
The 4% rule is a rule of thumb that can help you figure out how much money you can spend each year in retirement without …
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Has Warren Buffett Lost the Midas Touch?

Rob Berger June 26, 2020 Investing
Investors and analysts have fallen out of love with Warren Buffett. At least that’s the claim by some as reported by Business Insider. The story …
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How the Bucket Strategy and 4% Rule Work Together

Rob Berger June 15, 2020 Retirement, Investing
Investing in retirement is scary for the most experienced investor. Combining the bucket strategy and 4% rule can help any retiree weather a bad market. …
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Morningstar User’s Guide

Rob Berger May 10, 2020 Investing, Tools
Welcome to the Morningstar User’s Guide. We’re going to cover everything you need to know about using and getting the most advantage out of Morningstar. …
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Personal Finance Retirement Planner

11 Free Personal Finance Tools & Resources

Rob Berger May 9, 2020 Tools
Personal finance tools can help you make the most of your money. From budgeting to investing, saving to improving your credit, the resources below will …
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