Jonathan Duong, CFA, shares tips on tax-efficient asset location for stocks, bonds, and real estate investments.
I share tactics and best practices on how to retire early. With confidence & assurance, hard numbers & analysis, and proper weighing of risks & tradeoffs.
Good index funds let you match the market for zero effort and near-zero cost. Jonathan Duong, CFA, explains how to pick the best index funds to invest in.
How to set your target asset allocation, and then regularly and efficiently rebalance your portfolio step-by-step…all in 1 hour or less per year.
An investment policy statement is crucial for maximizing investment returns and minimizing risk. I explain why it’s important and how to write a good one.
Steve Nelson, CPA, explains how the Section 199A tax deduction works for real estate investors, freelancers/contractors, & small business owners.
Expert Dmitriy Fomichenko explains how to use self-directed retirement accounts “with checkbook control” to take greater control of your retirement money.
College admissions expert Shirag Shemmassian explains the mindsets and accomplishments you need to win admission to elite colleges (Ivy League, top 10).
Estate planning attorney Spiro Verras explains how to create a proper estate plan, including tips for real estate & business owners + high net-worth folks.
Social Security expert Jim Blair, who spent 35 years at the Social Security Administration, shares how Social Security works and optimal claiming strategy.