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The Secret to Getting a College Kid to Start Investing

I am 28, and my sister is 19. That kind of age gap presents positives and negatives. One clear positive for me is that I

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So the U.S. Has a Lot of Debt. What Does That Mean for Me?

If you’ve been watching the national news lately, one of the topics creeping back into the discussion is the federal debt ceiling. Our nation’s debt

Federal Reserve chairwoman Janet Yellen

Is This Your Last Chance to Refinance?

If you follow any sort of financial news, it’s hard to escape buzz about interest rates. After intense scrutiny from every corner of the media,

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Should You Continue Investing in a Bear Market?

She’s up. She’s down. And according to many industry experts, she’s spiraling into a bear market, or what many would call an ongoing decline in stock


The Tortoise in Your Portfolio

“Rule No. 1 is never lose money. Rule No. 2 is never forget Rule No. 1.” — Warren Buffett Buffett’s quote seems to state the

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Being a Pro Athlete Made Me a Terrible Investor

After much thought and deliberation, I’ve developed a theory on why such a staggering amount of NFL and NBA players go broke shortly after retiring.

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Robinhood Review: Free Is the New $7 Stock Trade

Did you ever think you could trade stocks for free? Before the dawn of the Internet, it might have cost $50 or $100 to trade a

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Clearing the Smog Surrounding Annuities

I’m convinced that annuities are the most misunderstood financial and insurance product in the financial services universe today. I think there are several reasons for

broken pressure guage

Why I’m Willing to Bet Your Retirement Projection Is Flawed

My industry, the business of providing financial advice, should be ashamed of itself. We’re supposed to be professionals versed in the knowledge of investments, financial

interest-only mortgages make a comeback

Interest-Only Mortgages Are Making a Comeback

By Peter Miller Interest-only mortgages are back, a return which many people will likely regard with some anxiety. After all, weren’t interest-only loans one of those

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E*TRADE vs. Scottrade

and  both have a reputation as leading online brokers. Beginning investors view them as easy places to get their feet wet in the world of

how to get started investing

Not Investing Yet? Here’s How to Get Started

Everyone knows that saving for retirement is important. Unfortunately, far too many of us aren’t saving nearly as much as we should. But why? A

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A Retirement Tax Trick You May Not Know About

In my recent post I highlighted the looming problem that taxes will create for many investors when they retire due to the bulk of retirement assets

Back to the Future time machine

Why You Can’t Time the Market: Thoughts on Investing in Stocks

Marcus wrote in with a great reader mailbag question that really couldn’t be answered in brief, so I expanded my answer into a post. Here’s

stock market bull on wall street

And the Stock Market Outlook Is… Who Cares?!

As I write this article on the morning of Aug. 24th, the Dow just opened down over 1,000 points and CNBC is going crazy with

high earners use backdoor sign

The Backdoor Roth IRA

Earning too much money to contribute to a Roth IRA — and its unique tax benefits — is what most people would call a nice

Uncle Sam

Uncle Sam Wants YOU… to Retire?

When I meet with investors, most believe health care will be their single largest expense during retirement. They’re surprised when I tell them if I

virginia students can take advantage of one of the nation's best 529 plans

The Best 529 Plans in America

Saving for college is overwhelming for even the most meticulous financial planners, but the best 529 plans can help you reach your goals. Simply put, a

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