With a new year comes new IRS rules. Here’s what has changed for 2020 in regards to how much you can contribute to your IRA, 401k, and Roth IRA – Along with various income restrictions to be eligible. 2020 IRA and ROTH IRA Contribution Limits For 202...
As we build out our ‘This Day in Stock Market History’ archive, I like to periodically take an in depth look at notable events in history. Today’s post comes at the anniversary of the IPO of one of the most infamous dot-com names. The tech bubble an...
“If the efficient market hypothesis is true – and the Challenger explosion example certainly implies it is – The wisdom of crowds has enormously far reaching consequences.” -Andrew Lo, from his book Adaptive Markets: Financial Evolution at the Speed...
Finding a company with a competitive advantage means finding an investment that will offer solid returns for decades to come. What identifies a company with a strong competitive advantage? Some results may surprise you. “…managers and investors alike...
Another day and another round of the #impeachment headline trending: This was the clearest evidence yet of impeachment risk hitting the market. — Joe Weisenthal (@TheStalwart) September 24, 2019 Today’s situation is not a direct comparison with Nixon...
What does it take to reach a retirement account of $1 million? Here we take a look at how much you would have to save each month, depending on your age, to reach the $1 million milestone. The post What Does it Take to Save 1 Million Dollars? appeared...
What is the Difference Between a Common Size Balance Sheet and a Regular Balance Sheet? Common Size Analysis of Financial Statements involves looking at the numbers on the financial statement as a percentage of a total rather than their absolute valu...
Every once in a while, I like to take a closer look at an event that comes up in our “This Day in History” archive, which gets posted daily on Facebook, Twitter, and is now available as an Amazon Flash Briefing. Today we look into the life of Peter...
This week, we will be revisiting some of our previous posts on John “Jack” Bogle, who passed away today. R.I.P Jack. Jack did more for American investors as a whole than any individual I’ve known. If a statue is ever erected to honor the person who h...
How do you know if a corporate bond fund is a better investment than a treasury bond, or a municipal bond? The answer depends on your income, your federal and state tax rates, and your state’s tax laws. We have built this tax equivalent yield calcula...
