Inexpensive vs. Expensive Investing
"In investing, you get what you don't pay for!" - Jack Bogle
Don’t Be Distracted by Alternative Investments
In this blog, Marc Daner scrutinizes the allure of alternative investments and sheds light on their drawbacks. The article delves into the definition of alternatives, their popularity, and the downsides associated with them. Notable issues include lack of liquidity, limited transparency, high fees, and often unimpressive performance. Through analyses of diverse studies, the article questions the need for alternatives in a well-diversified portfolio. It advocates for a simple investment approach based on sound academic principles, focusing on factors such as global diversification, low fees, and customized portfolios.
Trending
Learn how to leverage equity compensation benefits by understanding the different types of equity and risks involved.
Dividend-paying stocks are often viewed as a stable and reliable investment option, but in reality, they are not always a safe choice. This blog post explores some of the common myths surrounding dividend-paying stocks, including their perceived stability, lower risk, superior long-term returns, diversification, and source of returns. By debunking these myths, the post helps investors make better-informed decisions.
The Backdoor Roth IRA offers high-income earners a legal workaround to access the benefits of a Roth IRA, despite IRS income limits. By contributing to a Traditional IRA first and then converting those funds to a Roth IRA, investors can achieve tax-free growth and withdrawals in retirement. This strategy provides tax diversification and flexibility, though it comes with complexities like the pro-rata rule and potential legislative changes. Proper planning with a financial advisor can help maximize the benefits of this powerful retirement savings tool.
