I am not a fan of active trading. It may be fun to trade like Jim Cramer, but I certainly would not bet my retirement or my kid’s college education […]
Tips for Giving to Charity
It’s getting close to the end of the year, so you are probably considering donating to charity. Here are some quick tips for giving to charity. Check your charity’s financials. […]
Glide Path: A Target-Date Fund’s Secret Sauce
You probably have never heard of the term “glide path,” but you’ve definitely thought about it before. The rule of thumb of holding 100 minus your age as a percentage […]
Asset Allocation, A Brief Introduction
As mentioned previously (here and here), I am a huge fan of using index funds or ETFs to construct a portfolio. The natural follow-up question is, “Which index funds or […]
2010: Year of the Roth IRA Conversion
If you’ve been obsessively reading personal finance news like I have, you know that the eligibility rules for Roth IRA conversions are changing in 2010 and that some people are […]