Category: Investing

Drawing of a person holding a lantern to illuminate a sign with the word "yonder" on it, to illustrate a blog post titled "How Does a Mega Backdoor Roth Work?"

How Does a Mega Backdoor Roth Work?

The mega backdoor Roth lets you access more tax-efficient retirement savings than a standard 401(k) deferral. Learn how it works.

Illustration of an hourglass with a dollar sign in it, and two people leaning against it to illustrate a blog post titled "How Does a Backdoor Roth Work?"

How Does a Backdoor Roth Work?

How does a backdoor Roth work in practice? Learn how to fund a Roth IRA, even if your income exceeds the limitations.

Sketch of a person holding a sign labeled "income" and wrestling it from the mouth of an alligator with the label "taxes" on it's side to illustrate a blog post exploring the question "why are taxes so high?"

Are Your Taxes Actually High?

Why are taxes so high? Taxes can feel punishing for high earners, even though the data says we’re at a forty-year low. Learn why it matters.

Illustration of an investor with their sights set on an exclusive opportunity.

Don’t Let the Lure of an ‘Exclusive Opportunity’ Tempt You to Make a Bad Financial Move

Some funds and deals are reserved for a select few, which is enticing! But be careful, as they can also involve additional costs and risks.

Illustration of a person doing some financial planning to pair with a blog about the direct indexing strategy.

The Case for a Direct Indexing Strategy

Learn how index investors with taxable accounts can build a tax asset without changing what’s working.

Illustration depicting a person confused about how to invest their money to support a blog post titled "Paid Like a Lawyer, Planning Like Everyone Else: Why It Doesn't Work."

Paid Like a Lawyer, Planning Like Everyone Else: Why It Doesn’t Work

When compensation isn’t evenly distributed throughout the year, conventional budgeting advice falls short, and traps emerge. Learn why and what to do about it.

Illustration of someone giving a lecture on student loan repayment strategies for high earners.

Cutting Through Student Loan Repayment Complexity for High Earners

Student loan repayment plan changes have made crafting a strategy essential for everyone, but the math differs for high earners. Learn why.

Big fish with "time" on it, eating little fish with "ing" on it, eating money to illustrate "time in the market beats timing the market" topic.

Why Time in the Market Beats Timing the Market

It is hard to hold your ground when the stock market gets volatile, but here’s why time in the market beats timing the market every time.

Person performing math to analyze a decision about stock-based compensation.

How to Make Decisions About Stock-Based Compensation

Stock-based compensation can be exciting, yet it can lead to lots of questions. Get a math-based framework for analyzing the situation.

Illustration of a person sitting in a tree branch with "taxes" written on it, and cutting it off the tree, which has the word "portfolio" on it. To illustrate a blog post about using your tax return to determine if you financial advisor is costing you a fortune.

Is Your Financial Advisor Costing You a Fortune? Your Tax Return Reveals the Truth

Learn how to review your tax return for potential opportunities and problems with your financial strategy and advisory relationship.

Figure observing headlines reading "bad news," "fear," "panic," and "sell" to illustrate effects of emotional contagion.

2025 Stock Market Commentary

Feelings of economic doom and chaos are causing widespread concern in today’s financial landscape, fueling emotional contagion. What can you do?

Figure focused on the types of financial risk that matter to illustrate a blog post about financial risk.

Financial Risk: How to Focus on What Matters

When planning your financial future, you must manage all financial risks, not just your investments. Here’s our perspective on prioritizing.