A 4-Group Budgeting System
A four-group budgeting system to understand your "keep the lights on" expenses, account for the potential non-monthly "budget-busters", and give you a true "guilt-free" spending budget.
What's the Right Amount of Cash?
Finding the right amount of cash on hand is essential for financial health. Discover how to balance your cash holdings to protect against inflation, seize investment opportunities, and ensure you're prepared for emergencies.
A Guide to UGMA/UTMA Accounts
What is an UGMA/UTMA account, what are the pros and cons, how do they work, and how do they compare to 529s and taxable brokerage accounts?
What is Alternative Investing?
What is alternative investing? What types of investments best complement traditional stock and bond portfolios? What shouldn't be called an "alternative"?
What's More Risky: Concentration or Leverage?
How does the risk of a leveraged portfolio compare to a 100% stock portfolio?
The Optimal Investment Portfolio
The optimal investment portfolio provides the greatest return for risk taken. In this post, we review which portfolios have offered the best risk-reward relationships and why you should care.