Sep 24, 2020 by Sam Swenson, CFA, CPAWhen Do Single Stocks Trump ETFs?Pooled investment vehicles aren't superior on every dimension.
Sep 22, 2020 by Sam Swenson, CFA, CPA4 Tax Deductions You Need to Know if You Are Self-EmployedBe clear in your understanding of how you can benefit from a work-for-yourself setup.
Sep 21, 2020 by Sam Swenson, CFA, CPA3 Reasons You Need More Insurance Than You ThinkJust because you haven't yet incurred a loss doesn't mean you never will.
Sep 20, 2020 by Sam Swenson, CFA, CPA4 Ways to Limit Taxes on Stock GainsTax is a necessary byproduct of prudent investing, but be sure to keep it limited.
Sep 20, 2020 by Sam Swenson, CFA, CPA4 Must-Have Documents for a Peaceful RetirementA carefully devised estate plan allows for peace of mind.
Sep 18, 2020 by Sam Swenson, CFA, CPA4 Things to Do Before Contributing to a Roth IRABe careful before you put money into these tax-free accounts.
Sep 14, 2020 by Sam Swenson, CFA, CPA3 Reasons After-Tax Accounts Are Your Key to a Relaxing RetirementTaking advantage of historically low tax rates is a smart move.
Sep 13, 2020 by Sam Swenson, CFA, CPAWhere to Put Your Stocks and Bonds to Pay Less TaxBe mindful to invest in the most tax-efficient manner.
Sep 9, 2020 by Sam Swenson, CFA, CPA4 Benefits to CoastFIRE in Considering Early RetirementConsider a less stressful professional environment before quitting forever.
Aug 8, 2020 by Sam Swenson, CFA, CPA5 Considerations for Managing an InheritanceIntegrating new money into a financial plan while navigating the loss of a loved one is often a complicated process.
Aug 7, 2020 by Sam Swenson, CFA, CPAAre 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.
Jul 31, 2020 by Sam Swenson, CFA, CPA3 Reasons to Take Control of Your InvestmentsTaking the reins yourself is the best way to ensure investment success.
Jul 20, 2020 by Sam Swenson, CFA, CPA4 Thematic ETFs to Buy in 2020Avoid the pitfalls of single stock investing and use these ETFs to gain unique exposure.
Jul 18, 2020 by Sam Swenson, CFA, CPA3 Reasons to Consider Annuities in Your Retirement PortfolioThough often regarded as questionable investments, annuities can and do play an important part for retirement -- in the right circumstances.
Jul 12, 2020 by Sam Swenson, CFA, CPAWill Robo-Advisors Replace Traditional Financial Planners?The growth of robo advice has many wondering if human advisors face extinction.
Jul 10, 2020 by Sam Swenson, CFA, CPA4 Reasons to Use Fractional Shares Instead of Penny StocksYou no longer need to buy whole shares to invest in great companies.
Jun 28, 2020 by Sam Swenson, CFA, CPAWill a Second COVID Wave Cause Another Stock Market Crash?Here are three sectors that would be negatively affected and three that would benefit from another COVID wave.
Jun 17, 2020 by Sam Swenson, CFA, CPA6 Remedies For Obsessive Portfolio MonitoringFollow these six steps to avoid impulsive decisions that could lead to wealth destruction.
Jun 5, 2020 by Sam Swenson, CFA, CPA6 Free Financial Resources for Pandemic TimesThese resources can help you navigate these unprecedented times.
