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Most Recent Articles

Can I Contribute to a Roth IRA?

Posted by Austin Fey on 04-26-2015

How do you know if you can contribute to a Roth IRA? See this flowchart for answers.

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Cost-Benefit Analysis for Financial Planning

Posted by David John Marotta & Megan Russell on 04-19-2015

The cost of commission-based advisors are so hidden that you may be paying more than you realize.

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How to Be a Good Executor

Posted by Austin Fey on 04-12-2015

You’ve been named the executor of a relative’s will – now what?

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Schwab Intelligent Portfolios: Services Not Provided

Posted by David John Marotta & Megan Russell on 04-05-2015

Had Schwab done a better job at robo-advising, advisors and investors alike could have used the tool to automate what can be programmed, giving them more time to focus on what can't be automated.

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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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