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- Category: 401k
- Is staying in an employer’s tax-advantaged retirement plan better that rolling retirement savings into a rollover IRA?
- Two Examples of the Tax Assets Graphic in VeriPlan
- Tax-Advantaged Retirement Investing Is Good for Most People
- Factors Favoring Roth IRA and Roth 401k Plan Contributions – Part 2
- Factors Favoring Roth IRA and Roth 401k Plan Contributions
- Traditional IRA and 401k Versus Roth IRA and Roth 401k Contributions
- Category: active management
- You are a financial industry profit center
- Market Turbulence and Portfolio Fine Tuning
- Most Individual Investors Are Poor Personal Portfolio Managers
- Calculating Your Personal Investment Management Wage and the Opportunity Cost of Your Time
- American Funds – AMCAP Fund – Class A Shares (AMCPX) fetch a +1 Fund Authority Score
- Dodge and Cox Stock Fund (DODGX) picks up a +8 Fund Authority Score
- American Balanced Fund – Class A Mutual Fund Shares (ABALX) collect a +1 Fund Authority Score
- Fidelity Contrafund (FCNTX) gains a +5 Fund Authority Score
- American Funds – Washington Mutual Investors Fund – Class A Shares (AWSHX) acquire a +2 Fund Authority Score
- American Funds – Income Fund of America – Class A Shares (AMECX) rate a +2 Fund Authority Score
- American Funds – The Investment Company of America – Class A Shares (AIVSX) net a +3 Fund Authority Score
- American Funds – Capital World Growth and Income Fund – Class A Shares (CWGIX) warrant a +2 Fund Authority Score
- American Funds – EuroPacific Growth Fund – Class A Shares (AEPGX) get a +2 Fund Authority Score
- American Funds – Growth Fund of America – Class A Shares (AGTHX) collect a +2 Fund Authority Score
- Why only one Warren Buffett? The illusion of superior professional mutual fund manager performance.
- Where’s Waldo? – The illusion of superior professional mutual fund manager performance.
- How to distinguish between true investment skill and luck
- Commentary on How Many Mutual Funds are Needed for a Well-Diversified Portfolio
- How Many Mutual Funds are Needed for a Well-Diversified Portfolio? – Evidence
- How to Lie with Statistics – Investment Performance Charts
- The Birth of Yet Another Darn Asset Class – Infrastructure
- Searching for Superior Investment Fund Managers is a Waste of Your Time
- Passive Index Investment Strategies are Superior
- Avoid Very Large Actively Managed Mutual Funds
- Avoid High Turnover Mutual Funds and Active ETF Trading
- Category: asset allocation
- Allocate investments across the primary asset classes – Step 5 of 10 Financial Planning Steps in the Right Direction
- Automated Tool Aligns Your Investment Risk Tolerance and Asset Allocation
- Commodity Futures in Your Investment Portfolio
- Be Wary of New Investment Asset Classes
- Your Investment Risk Tolerance Drives Your Asset Allocation Decision
- Make More Optimal Tradeoffs Between Investment Risk and Return
- Build Investment Asset Buffers to Protect Yourself from Market Volatility
- Stay Invested in Securities Markets to Earn Risk Premiums
- Category: bonds
- Category: budget
- Category: cash
- Category: commodities
- Category: commodity futures
- Category: conflict of interest
- The Economics of the Financial Investment Advisory Industry
- Objective Personal Finance Answers Are Hard to Find
- Fee-Only Compensation Aligns the Interests of Clients and their Financial Advisors
- How Expensive is Investment Advisor Compensation Paid via Sales Loads?
- Financial Planner and Investment Advisor Compensation Paid by Third Parties
- The most effective strategy to increase your mutual fund and ETF investment returns
- SEC Merrill Lynch Rule Struck Down by the US Court of Appeals
- Category: credit cards
- Category: currency
- Category: debt
- Category: diversification
- How many stocks are needed for a well-diversified portfolio?
- The Optimal Investment Strategy for Individual Investors
- Diversify fully within asset classes – Step 4 of 10 Financial Planning Steps in the Right Direction
- Diversify with Low Cost Index Mutual Funds and ETFs Only
- Conclusion to: What Is a Well-Diversified Investment Portfolio?
- What is a Well-Diversified Investment Portfolio?
- Diversify To Avoid Investment Fraud
- What Is Investment Portfolio Diversification?
- Always Completely Diversify Your Investment Portfolio
- Category: efficient market
- Category: efficient markets
- Passive Personal Investment Strategies are More Time Efficient with Better Returns and Risk Control
- Select investments rationally – Step 6 of 10 Financial Planning Steps in the Right Direction
- Chance creates the illusion that individual investors can beat the stock market
- Can you really beat the stock market?
- Investment Valuation and Securities Risk for Individual Investors
- Risk-Free Investment Money Is Fantasy Money
- Category: estate planning
- Category: ETF
- Rational Mutual Fund and ETF Selection
- Fund Authority Scores for Stock ETFs and Mutual Funds – Fund maturity and operating efficiency
- Fund Authority Scores for Stock ETFs and Mutual Funds – Historical investment performance
- Fund Authority Scores for Stock ETFs and Mutual Funds – Management expenses, sales loads, and trading cost factors
- The Fund Authority Score – A Better Mutual Fund and ETF Rating System
- 10 Lower Cost S and P 500 Index Mutual Funds
- Never Invest Solely Because of Superior Past Investment Fund Performance
- The John Bogle Blog and His Financial Article About ETFs
- Screening Index Mutual Funds with IndexUniverse.com
- Screening Mutual Funds On-Line with Morningstar.com
- Mutual Fund and ETF Screening Requirements
- Rational Mutual Fund and ETF Screening Rules
- Do Not Get Fooled by Superior Historical Investment Performance
- Set a Minimum Portfolio Size Threshold for Mutual Funds and ETFs
- Choose Sufficiently Mature Mutual Funds and ETFs
- Avoid Mutual Fund and ETF Sales Commissions and Fees
- Choose Lower Mutual Fund and ETF Management Fees
- Category: expenses
- Category: financial advisor
- Financial Advisor and Investment Counselor Compensation Paid by Clients
- Does it matter how financial planners and investment advisors are paid?
- Choose objective and competent financial advisers and investment counselors – Step 10 of 10 Financial Planning Steps in the Right Direction
- Part 3 of the Never-Do List – What Not to Do with a Financial Advisor
- The Never Do List – Avoid Financial Advisor Frauds and Scams
- Avoiding Financial Advisor Frauds and Scams – Part 1
- 22 Ways to Avoid Financial Advisor and Investment Counselor Frauds and Scams
- The Kind of Financial Advisor You Need
- If Personal Finance is Difficult – Carefully Hire a Good Advisor
- Advisor Costs and Strategies Determine Your Return on their Services
- Category: financial industry
- Have You Given Enough to the Financial Services Industry?
- The Financial Services Industry is Still the Largest S&P 500 Sector – Even after the Collapse of its Stock Values
- Reduce investment expenses and control taxation – Step 7 of 10 Financial Planning Steps in the Right Direction
- Conclusion of the Biggest Personal Finance Story of the Past 30 Years
- Part 4 of the Biggest Personal Finance Story of the Past 30 Years
- The Biggest Personal Finance Story of the Past 30 Years – Part 3
- Part 2 of the Biggest Personal Finance Story of the Past 30 Years
- The Biggest Personal Finance Story of the Past 30 Years
- Use Caution with Classical Investment Books
- Financial Industry Product Development and Your Best Interests
- Category: financial planning
- Are Your Financial Planning and Investing Strategies Scientific?
- Fee-Only Financial Planner and Investment Advisor Groups
- Monitor and adjust your financial plan in a time-efficient manner – Step 9 of 10 Financial Planning Steps in the Right Direction
- Insure against risks economically – Step 8 of 10 Financial Planning Steps in the Right Direction
- Assess your personal investment return and risk preferences – Step 3 of 10 Financial Planning Steps in the Right Direction
- Set your personal savings and other financial goals – Step 2 of 10 Financial Planning Steps in the Right Direction
- Develop Your Own Personal Financial Planning Skills – Step 1 of 10 Financial Planning Steps in the Right Direction
- 10 Personal Financial and Investment Planning Steps in the Right Direction
- Earned Income Drives the Personal Finances of Most People
- No Financial Planning Software or Calculator Can Predict the Future – Part 2
- No Financial Planning Software or Calculator Can Predict the Future
- Insurable Risks Could Destroy Your Best Laid Financial Plans
- Comparing the Quicken and VeriPlan Lifetime Financial Planners
- Time Spent on the Wrong Financial Activities Is Bad for You
- Analyze Multiple Personal Financial Planning Decisions Simultaneously with VeriPlan
- A Financial Decision Tool That Becomes Increasingly Valuable Over Time
- Determine the Savings You Need for Your Lifetime Financial Goals
- Use Scientifically Based Financial Planning Strategies
- Using Google Scholar to Find Financial Articles
- Category: financial planning software
- Category: foreign currencies
- Category: foreign exchange
- Category: forex
- Category: forex trading
- Category: frauds
- Category: Fund Authority Score
- Vantagepoint 500 Stock Index mutual fund Class II Shares (VPSKX) rate a +9 Fund Authority Score
- Vanguard 500 Index mutual Fund Admiral Shares (VFIAX) win the Best +10 Fund Authority Score
- USAA S&P 500 Index mutual fund Member Shares (USSPX) capture a +9 Fund Authority Score
- Vanguard Institutional Index Fund (VINIX) captures the Best +10 Fund Authority Score
- Taking the Snake Oil Out of Mutual Fund Evaluation
- Developing Fund Authority Scores for ETFs and Mutual Funds
- DWS S&P 500 Index Fund (SXPAX) receives a +1 Fund Authority Score
- State Street Global Advisors S&P 500 Index Fund (SVSPX) wins the Best +10 Fund Authority Score
- Schwab S&P 500 Index Fund – Select Shares (SWPPX) capture the Best +10 Fund Authority Score
- Schwab S&P 500 Index Fund – Select Shares (SWPIX) achieve a +8 Fund Authority Score
- Nationwide S&P 500 Index Fund – Class A Shares (GRMAX) fetch a +2 Fund Authority Score
- American Funds – Capital Income Builder Fund – Class A Shares (CAIBX) attain a +4 Fund Authority Score
- Fidelity Spartan 500 Index mutual fund (FSMKX) achieves the Best +10 Fund Authority Score
- California Investment S & P 500 Index Direct (SPFIX) pulls in a +8 Fund Authority Score
- Vanguard Total International Stock Index Fund (VGTSX) lands a +9 Fund Authority Score
- Vanguard Total Stock Market Index Fund (VTSMX) achieves a +9 Fund Authority Score
- Vanguard 500 Index Fund – VFINX – merits the Best +10 Fund Authority Score
- Category: fundamental index
- Category: income
- Category: income tax
- Category: index funds
- Category: Individual Investors
- Category: insurance
- Category: investing
- Category: investment
- Category: investment advisor
- Category: investment cost
- Category: investment costs
- Early Retirement for Renters through Investment Cost Reductions
- Savings Rates for Renters and Investment Cost Reductions
- Lifetime Investment Assets of Renters with Reduced Investment Costs
- The Lifetime Value You Have Lost by Paying Investment Sales Loads
- The Cost of Investment Counselors When You Pay Investment Sales Loads
- The Investment Returns You Lose to Investment Sales Loads
- How Investment Sales Loads and One Time Investment Fees Work
- The Heavy Burden of Recurring Investment Expenses and Fees – Part 2
- The Heavy Burden of Recurring Investment Expenses and Fees
- The Quality and Cost of Advice Paid by Investment Sales Loads – Part 2
- The Quality and Cost of Advice Paid by Investment Sales Loads
- Pay Lower Expenses To Get Higher Investment Returns – Part 2
- Pay Lower Investment Expenses To Get Higher Investment Returns
- Excessive Investment Expenses Take 2% of Individual Investor Assets Every Year
- Category: investment counselor
- Category: investment expenses
- Category: investment funds
- Category: investment portfolio
- Category: investment returns
- Category: investment returns
- Category: investment risk
- Category: investment strategy
- Category: investors
- Category: IRA
- Category: loads
- Category: money
- Category: mutual funds
- Category: personal finance
- High Yield Municipal Bond Index Funds
- Short-Term Taxable Bond Index Funds
- Short-Term Bond Index Fund
- Short-Term Treasury Bond Fund
- Long-Term Municipal Bond Funds
- Small Cap Index Fund
- Real Estate Mutual Funds
- New York Money Market Fund
- California Money Market Funds
- Money Market Fund Account
- Corporate Money Market Fund
- Tax-Exempt Money Market Fund
- New Jersey Money Market Fund — NJ MMF Fund Accounts
- Best Money Market Funds List
- International Small-Cap Stock Funds with the Lowest Expenses
- Identity theft protection and prevention
- Property Loss Can Dent Your Finances
- What Works Financial Newsletter – October 2011
- Category: pirates
- Category: renters
- Category: retirement
- Category: retirement planning
- Category: risk
- Category: Roth IRA
- Category: savings
- Category: scams
- Category: scientific finance
- Category: Social Security
- Category: stocks
- Category: stocks and bonds
- Category: trading
- Category: valuation
- Category: value strategy
- Category: VeriPlan
- Category: wealth
