Figuring Out if You Should Retire
Sure, having enough money is an important part of the retirement equation, but there's much more to consider as well. Wealth Advisor Connie Brezik tackles four questions to ask and answer before you take this step.
Living a Life Worthy of a Legacy at Any Age
Material wealth is not required to help, affirm and build up others through an investment of time or influence. Tim Maurer shares a poignant reminder that we don't have to wait on an estate to forge a legacy.
A Successful Small Business Start-Up
As any small business owner knows, there's a lot to running a company. To be successful, writes Wealth Advisor Connie Brezik, you'll want to learn what you need to know before you open your doors.
Should Taxable Investors Shun Dividends?
Should taxable investors seek to shun dividends? Larry Swedroe looks at a new study into how tax-aware dividend management can affect the performance of factor-based strategies.
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The Foundational Aspects of Planning Your Legacy
Elliot Dole covers some foundation aspects of legacy planning, which often being with defining common values and shared beliefs.
What’s First with Your Next Dollar: Investing or Paying Off Debt
Should you use available income to first pay down debt or instead invest it for the future? The answer may be part science and part art, but Wealth Advisor Kurt Wunderlich breaks down how both can inform your financial plan.
Are You a Hole-in-One Investor or a Scratch Investor?
Any duffer can hit a hole-in-one with enough luck. But, as Wealth Advisor Doug Buchan writes, being a scratch golfer - like being a scratch investor - requires patience in the winning strategy and the discipline to play your game.
Getting Back to the Basics by Getting the Definitions Right
The way that conventional wisdom treats stocks, bonds, and the risk they entail can be problematic. Wealth Advisor Doug Buchan explains why, in financial planning, sometimes the almost right word simply won't do.
Should You Worry About an Inverted Yield Curve?
Do you think Warren Buffett is spending time worrying about a yield curve inversion? Larry Swedroe explains why he suspects not, and offers some reasons that you shouldn't either.
A Second Quarter Review of 2019 ‘Sure Things’
In his latest quarterly review, Larry Swedroe tallies up how 2019's "sure thing" market and financial forecasts have fared through the year's halfway point.
