Mar 6, 2021 by Sam Swenson, CFA, CPA5 Most Common Investing Myths, DebunkedIgnore the noise and maintain your focus.
Mar 3, 2021 by Sam Swenson, CFA, CPADon't Let These 3 Retirement Myths Hold You BackIt's important to ignore the noise when it comes to your decision to quit work.
Mar 2, 2021 by Sam Swenson, CFA, CPADon't Let Hindsight Bias Derail Your RetirementFeeling as if you "knew it all along" can have a disastrous effect on your investment decisions.
Mar 1, 2021 by Sam Swenson, CFA, CPA4 Ways to Minimize Taxes on Your InvestmentsCould your investment portfolio be the cause of your inflated tax bill?
Feb 27, 2021 by Sam Swenson, CFA, CPA4 Social Security Oversights That Could Cost You Thousands in RetirementDon't let these easy-to-miss traps derail your retirement.
Feb 26, 2021 by Sam Swenson, CFA, CPAIs There Room For Bitcoin in a 3-Fund Portfolio?The temptation to spice up this low-maintenance investing strategy with a bit of Bitcoin would be understandable, and perhaps even advisable.
Feb 24, 2021 by Sam Swenson, CFA, CPA5 Downsides to Maxing Out Your 401(k)Nobody will fault you for front-loading your retirement contributions, but be aware of the limitations.
Feb 24, 2021 by Sam Swenson, CFA, CPAAvoid This One Thing to Save $360,000 More for RetirementLearning to self-manage your investments is an investment unto itself.
Feb 14, 2021 by Sam Swenson, CFA, CPASo You've Got a 401(k) and Don't Know What to Do With ItKnow the "why" and "how" for this common employer-sponsored retirement plan.
Feb 14, 2021 by Sam Swenson, CFA, CPA5 FIRE Mistakes to Avoid in 2021 and BeyondBe careful to avoid these common pitfalls if you've decided to join the FIRE movement.
Feb 13, 2021 by Sam Swenson, CFA, CPA5 ETFs Perfect to Grow Your IRALess is more when it comes to choosing retirement account investments.
Feb 10, 2021 by Sam Swenson, CFA, CPAIs the S&P 500 All You Need to Retire a Millionaire?Investing in a low-fee index tracker -- and only one -- could provide you with a secure retirement.
Feb 6, 2021 by Sam Swenson, CFA, CPA5 Drawbacks of Using Only a 401(k) for RetirementDon't limit yourself when choosing retirement vehicles.
Feb 3, 2021 by Sam Swenson, CFA, CPAAre the S&P 500's Worst-Performing Stocks Ready to Surge in 2021?These stocks cratered in 2020. The promise of recovery is uncertain.
Feb 2, 2021 by Sam Swenson, CFA, CPAThis One Stock Market Chart Will Make You a Smarter InvestorAmid the craze, return to the basics.
Jan 31, 2021 by Sam Swenson, CFA, CPAThese 3 Dividend ETFs Are a Retiree's Best FriendGet your dividend income from a diversified fund.
Jan 28, 2021 by Sam Swenson, CFA, CPAPlanning to Claim Social Security at 65? You May Need to Rethink ThatAn iconic milestone of retirement is challenged.
Jan 23, 2021 by Sam Swenson, CFA, CPAWhen Dividends Fail: How to Think About Total Return InvestingDon't only look at the dividend payout when analyzing your portfolio.
Jan 17, 2021 by Sam Swenson, CFA, CPAIt's Not Too Late to Lower Your 2020 Tax Bill -- If You Do This NowBudget a few hours to straighten out your 2020 tax liability.
Jan 10, 2021 by Sam Swenson, CFA, CPA5 Must-Haves in Your 2021 Financial PlanStart the new year with a plan, but don't leave out these important considerations.
