An after-tax contribution is exactly what it sounds like: Money put into a retirement plan after the contributor has paid income taxes on that money. Most people make contributions that … Read more →

Can you invest like Warren Buffett, the iconic billionaire investor? Buffett has one simple rule for making money with investments. “Be fearful when others are greedy, and be greedy when … Read more →

Withdrawal rate is amount of money one can withdraw monthly or annually from a retirement investment portfolio without running out of money. The money in a retirement portfolio is there … Read more →

It’s official: The stock market has entered its longest bull market run ever. The S&P 500 closed Friday at 2,874.69, up from 676 points at the market low of March 9, … Read more →

Wealth management is the coordinated management of multiple areas of wealth, generally for a household or family unit. It often includes oversight of cash flow, risk management, investment management, taxation, … Read more →

Carrying debt, particularly high-interest debt such as on a credit-card, is no way to build a solid financial life. You must reduce debt quickly to even get started. The problem … Read more →

Treasury inflation-protected securities (TIPS) are a type of bond issued by the U.S. government that guarantee a return equal to at least the rate of inflation. Money invested in Treasury inflation-protected securities … Read more →

After years and years of economic expansion, some folks in the financial media are kicking around the “R” word — recession. It might feel about the blue to be discussing … Read more →

Tax-deferred describes a type of investment account which features a temporary break from investment taxes. The U.S. government confers the status of tax-deferred on specific long-term investment accounts that serve a … Read more →

The wholesale move into passive investing over the past few years has been astonishing, for sure. Morningstar, the fund-tracking service, reports that $470 billion went into passive investments in 2017. … Read more →