Portfolio Report Card: A $671,459 Retirement Plan with Taxing Problems
In this new and first episode of the Portfolio Report Card, Ron DeLegge, Founder at ETFguide analyzes and grades a $671,459 retirement portfolio for B.L.…
In this new and first episode of the Portfolio Report Card, Ron DeLegge, Founder at ETFguide analyzes and grades a $671,459 retirement portfolio for B.L.…
This is an excerpt from our latest video, Investing Trends in 2020 and Where to Invest with Lynn Dolan at ETFguide and Dave Mazza at…
Note: This 2013 interview between Ron DeLegge at ETFguide and John Bogle from the Vanguard Group is from ETFguide’s archives of investing greats. Bogle passed…
As we get closer to retirement, we need to have an adequate cushion, or would I like to call, a margin of safety? Why? Well,…
Taxes are tangled web. So tangled, Will Rogers once quipped, “The only difference between death and taxes is that death doesn’t get worse every time…
With 2016 now officially history, a new year is upon us. And the great part about each new year is the opportunity for a fresh…
The beginning of a new year is always an important moment for personal reflection. And whatever it is that we want from our lives –…
Does your portfolio have a margin of safety? I ask that question because the total U.S. stock market (NYSEARCA:SCHB) has been rocky over the past…
There are 118 million U.S. households and 108 million have under $500,000 of investable assets while 100 million have less than $100,000 to invest. What…
Today, there is a singular focus by certain investors on minimizing investment cost. In their world, cost is the only thing that matters. Unfortunately, this…
Your investment portfolio is nothing more than a reflection of who you are. In other words, it’s a personal statement about how you approach financial…
Some of us got started late at saving and investing for retirement. And while the financial services industry enjoys browbeating people who lack discipline, got…
What are the hallmarks of a well-built investment portfolio? Low cost, broad diversification, tax-efficiency, risk compatibility with the owner, and performance that matches or beats…
How can a person tell the difference between a healthy and unhealthy investment portfolio? Naturally, it’s by how well (or poorly) a portfolio does at…
What does the optimal investment portfolio look like? Is it the portfolio with the hottest stocks and ETFs? Is it the portfolio managed by famous…
Your investment portfolio is nothing more than a reflection of you. Put another way, it’s a personal statement about how you view risk, taxes, diversification,…
If you own a portfolio of investments, this article is for you. It doesn’t matter if you’re new at investing or a veteran with years…
Why do we take unnecessary risk with our investments? Is it because we’re gluttons for punishment or is it because we’re incredibly brave? Often, it’s…
Investment portfolios come in all shapes and sizes. Some are big and some are small. But regardless of their size, there’s a common thread. What…
Whenever we begin a journey, the excitement of getting started frequently overtakes us. We begin with unrealistic expectations and end disappointed. The investing experience of…