Ok, so we don’t have to be as dramatic as Tony Soprano writing off a turncoat family member, i.e. a rat, but ever since the introduction of the ROTH IRA the TraditionalRead More…
The Fix The Investments Series You may have read that indices or ETFs can be cap-weighted or equal weighted, but what’s that mean, and why is that important? While not always apparentRead More…
Yesterday’s passing of an industry legend left an unmatched legacy and shoes so large they may never be filled again. Jack Bogle, beyond his genius for innovating the way we invest, wasRead More…
John Clifton “Jack” Bogle, industry innovator and founder of The Vanguard Group of Investment Companies, died at home on January 16, 2019, surrounded by his family. He was 89 years old. JackRead More…
Great post by Ben Johnson, CFA on Morningstar.com ETF page that I am eager to share with you today. Its about…well, its about quite a few things that WealthKeep believes in and practices.Read More…
This is not a story about Pacific Gas and Electric Corp. (NYSE: PCG) upcoming bankruptcy filing. In the coming months and years you will see many! This is a story about risk. ToRead More…
Every new year brings new resolutions, promises to one’s self to be better: lose weight, stop smoking, freshen old relationships, and so forth. Engaged coaches need to know what new paths theirRead More…
…unlike a Sleep Number bed, which offers a wide range of personalized settings to ensure a good night’s sleep, with buckets, three seems to get the job done…
The Fix The Investments Series Core-Satellite. Core and Explore. A rose by any other name… Often called Core and Explore, the basic portfolio construct is to have a CORE position in largeRead More…
The Fix The Investments Series Volatile markets offer the perfect opportunity to reflect on your personal approach to investing and wealth building. October 2018 showcased the uneasiness than can develop in financialRead More…