Sam Swenson, CFA, CPA

Sam Swenson, CFA, CPA


Recent articles

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4 Mutual Funds Perfect for Your 401(k)

Consider these funds for tax-sheltered income, long-term growth, or both.

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How to Manage Concentrated Positions in High-Flying Stocks Like Apple

Single stocks with large embedded gains can present a dilemma for investors.

The 401(k) of College Savings: 529 Plan Must-Knows

Make sure to get started early on college savings to avoid a high degree of stress later.

4 Critical Things to Look for in Your Company's 401(k) Plan

Pay attention to the details to avoid missing out on free money.

stock market crash pandemic

Why You Should Be Happy When the Stock Market Crashes

Crashes tend to be temporary and quickly forgotten. Don't let your nerves get the best of you.

The Pandemic Recession Won't Kill Your Retirement Plan -- But Here's What Will

The economic downturn is unlikely to be the culprit if your retirement plan fails.

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When Do Single Stocks Trump ETFs?

Pooled investment vehicles aren't superior on every dimension.

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4 Tax Deductions You Need to Know if You Are Self-Employed

Be clear in your understanding of how you can benefit from a work-for-yourself setup.

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3 Reasons You Need More Insurance Than You Think

Just because you haven't yet incurred a loss doesn't mean you never will.

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4 Ways to Limit Taxes on Stock Gains and Dividends

Tax is a necessary byproduct of prudent investing, but be sure to keep it limited.

4 Must-Have Documents for a Peaceful Retirement

A carefully devised estate plan allows for peace of mind.

4 Things to Do Before Contributing to a Roth IRA

Be careful before you put money into these tax-free accounts.

3 Reasons After-Tax Accounts Are Your Key to a Relaxing Retirement

Taking advantage of historically low tax rates is a smart move.

Where to Put Your Stocks and Bonds to Pay Less Tax

Be mindful to invest in the most tax-efficient manner.

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4 Benefits to CoastFIRE in Considering Early Retirement

Consider a less stressful professional environment before quitting forever.


5 Considerations for Managing an Inheritance

Integrating new money into a financial plan while navigating the loss of a loved one is often a complicated process.


Are Rental Properties or Index Funds Better in Pursuit of FIRE?

It's time to address a long-standing debate between two common paths to financial independence.


3 Reasons to Take Control of Your Investments

Taking the reins yourself is the best way to ensure investment success.

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4 Thematic ETFs to Buy in 2020

Avoid the pitfalls of single stock investing and use these ETFs to gain unique exposure.

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3 Reasons to Consider Annuities in Your Retirement Portfolio

Though often regarded as questionable investments, annuities can and do play an important part for retirement -- in the right circumstances.