Planning to retire on time? Have you picked a number (age or dollars) as a target? You might pick the “full” Social Security eligibility age of 67, but even that’s … Read more →

Marketers love to pigeonhole us into neat little groups: soccer moms and NASCAR dads, Generation X and Y. The DINKs (Double Income No Kids) and the KIPPERS (Kids In Parents’ … Read more →

Millions of people file their taxes on websites without a blink. Yet few think that they need portfolio management software to tell them what to buy and sell in their … Read more →

Are you investing in the right asset classes now? How would you know it? If you’re like many investors, you probably watch a lot of financial pundits on cable TV, … Read more →

Let’s talk about how rich people think about money, beginning with this famous quote: “Let me tell you about the very rich. They are different from you and me.” So … Read more →

Widows-and-orphans stocks. That’s what the brokers used to call the dividend strategy. During the go-go 1980s and later the tech boom, any stock offering a dividend was suspect, according to … Read more →

In my travels, I talk to a lot of people. Many of the folks I meet are brilliant at what they do. They share fascinating insights into their lives and … Read more →

Is there anything more difficult to figure out these days than home values? Do they even matter, all things considered? In one key way, absolutely yes. We’ve written in the … Read more →

We’ve heard all about the alleged Treasury bubble building up. I’m not here to predict that it will burst, or even to say that it exists. (Being passive investors, we … Read more →

There’s a lot of serious data behind the performance of the Vanguard funds, but it can be boiled down to three magic words. Bear with me, we’ll get there quickly, … Read more →