Portfolio Report Card: A $671,459 Retirement Plan with Taxing Problems
In this new and first episode of the Portfolio Report Card, Ron DeLegge, Founder at ETFguide analyzes and grades a $671,459 retirement portfolio for B.L.…
In this new and first episode of the Portfolio Report Card, Ron DeLegge, Founder at ETFguide analyzes and grades a $671,459 retirement portfolio for B.L.…
This is an excerpt from the video titled Think Cash Flow, NOT Rate of Return with Lynn Dolan at ETFguide and Mark Mappa, CFP and…
Taxes are tangled web. So tangled, Will Rogers once quipped, “The only difference between death and taxes is that death doesn’t get worse every time…
Although your investment results may seem random, they aren’t. In reality, your portfolio’s performance is directly influenced by a number of decisions you’ve consciously or…
Earlier this week, the Wall Street Journal (WSJ) observed a problem that our readers have long known: mutual funds have a major structural flaw that…
Everything in life that surrounds you requires maintenance. This includes your home, your automobile, the software application on your mobile device, and even your health.…
Funding your retirement is a big financial obligation that no one can escape. How big? While other expenses like paying for college education or a…
This year’s presidential election has been so drenched with public bickering and controversy, it’s left very little airtime for the multi-million freight train that’s on course…
Some of us got started late at saving and investing for retirement. And while the financial services industry enjoys browbeating people who lack discipline, got…
If you own a portfolio of investments, this article is for you. It doesn’t matter if you’re new at investing or a veteran with years…
We live in a Golden Era of misaligned investment portfolios. These are rogue, poorly designed portfolios (401k, IRA, Roth IRA, UGMA, 529 plans, etc.) that…
Trick question: What does the optimal investment portfolio look like? Do you know? For example, is it the portfolio with the best performing 5-star rated…
World-class investment portfolios deliberately minimize taxes and investment costs. Likewise, a well-built portfolio is handcrafted to perfectly match the unique investor personality of the individual.…
Having a six or seven figure sized investment portfolio doesn’t automatically make it smart. Such is the case with a $725,000 investment portfolio that I…