The U.S. Government’s Gift to 3rd Decaders

By: TK Irons It’s not too early to think about the tax return you’ll file next year. Here’s an opportunity you might not know about but, before that, a few general things on taxes: File Your Return Strategically The most eager filers finish their return early - 73% of...

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Bogleheads

are the followers of Jack Bogle, Vanguard’s founder. This cult for the good of investors first surfaced in 1998 when Morningstar established the Vanguard Diehards Forum. One day in 2001 it received 100,000 postings, the most postings ever received by any Morningstar...

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Ups and Downs

We tend to pay more attention when the market drops than when it rises and it can make us nervous. Below are three charts that help to put market volatility, the ups and downs, into perspective. This first chart shows how relatively common market declines are and...

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The Cup Method

By: TK Irons Okay, for some reason, certain people grasp this concept right away, and others need to hear it a few times to keep it all straight. I hear people getting mixed up* when speaking about various investment accounts. You’ll pretty much always have three main...

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Strategic Self Investment: College

Approximately 19.9 million students enrolled in an American college in 2018. At the developing ages of 17-18, students are asked to commit to a four-year path and oftentimes a debt that haunts their lives for years afterwards. A college decision plays a crucial role...

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Lessons from Nepal

Good friends traveled to Nepal to hike the Annapurna Circuit and, while talking about their experience, I couldn’t help but see the similarities between trekking and, you guessed it, saving and investing. Their story: “Trekking in the Himalayas in Nepal is an...

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Should have, could have…

the things we say when we realize we’ve made a poor decision. Daniel Gilbert, Harvard professor of psychology, told Shankar Vedantam of Hidden Brain that 15 years of research hasn’t uncovered a way to improve our decision-making skills. Why not? He cites three...

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The Right Stuff

We’ve been celebrating the 50th anniversary of Apollo 11’s moon landing and one interview caught my attention. In 1988, Terry Gross of Fresh Air interviewed Brigadier General Chuck Yeager, the World War II fighter pilot who became the first pilot to break the sound...

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SRI, ESG, ETC.

Socially responsible investing is a priority for individuals who are concerned about the sustainability and ethical impact of companies they invest in. The term “triple bottom line” suggests that in addition to financials, environmental and social factors should be...

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Sometimes life throws you a curveball

Or two, or three. After three years of experiencing the unexpected, I came across a newspaper article about a new foundation in town featuring a smiling picture of the founder. I read that they were providing FREE investment advice and classes for those who might not...

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