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Schwab Intelligent Portfolios: Incomplete Rebalancing Algorithm

Posted by David John Marotta & Megan Russell on 03-29-2015

We previously explained how SIPs builds a portfolio based on your risk tolerance, a useless measure. Now we review the two pros and nine cons of how Schwab monitors and rebalances portfolios.

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Schwab Intelligent Portfolios: Built on a Faulty Premise

Posted by David John Marotta & Megan Russell on 03-22-2015

It is a great marketing campaign, and the service is a wonderful idea, but the asset allocations of SIPs aren't actually that intelligent.

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Stock Ownership is a Bad Strategy for Social Change

Posted by David John Marotta & Megan Russell on 03-15-2015

You cannot help a company by buying its stock.

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Did Obama Violate an SEC Regulation?

Posted by David John Marotta & Megan Russell on 03-08-2015

From the blind eye of the law, this seems like a violation of SEC regulation.

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Oil Price Predictions Are Essentially Meaningless

Posted by David John Marotta on 03-01-2015

The most important thing I learned from my research was never to attempt to forecast the price of oil.

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Mailbag: Confused by Google And Yahoo Finance

Posted by David John Marotta on 02-22-2015

Question: I don’t understand how to explain what happened to the share price. What was going on in the fund?

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Three Reasons to Engage in Gift Giving

Posted by David John Marotta & Megan Russell on 02-15-2015

The new holiday cliché is to complain about hyper-materialism, but gifts and gift giving help shape our identities.

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Grandparents: Is Your Helping Hurting Financial Aid?

Posted by Matthew Illian on 02-08-2015

With careful planning, grandparents can ensure their gifts are not impeding a grandchild's ability to access financial aid.

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Get Your Estate Plan In Order - Even If You're Only 26

Posted by Austin Fey on 02-02-2015

Today's question: What if something happens to me and I am not able to make decisions for myself?

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One Hidden Way the IRS Hurts the Bereaved

Posted by David John Marotta & Megan Russell on 01-25-2015

It is often said that the only two certainties in life are death and taxes. The IRS takes that truism to heart.

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