Whitepaper
The TrendWise Portfolio: Guiding Principles
Articles
Asset Allocation How Much Stock Should Be In Your Portfolio?
Avoiding Losses A Simple Quiz to Understand The Arithmetic of Losing
Avoiding Losses Are You Trend Wise?
Avoiding Losses Dealing with Stock Market Risk
Avoiding Losses Duration--Measuring How Interest Rates Affect Your Bond Values
Avoiding Losses How to Measure Stock Market Pain: Introducing 'Drawdown'
Avoiding Losses It Was the Best of Times, It Was the Worst of Times
Avoiding Losses What's Your Strategy for the Next Downturn in the Market?
Avoiding Losses Why Do Most Bonds Lose Value As Interest Rates Rise? What's The Alternative?
College Costs March Madness Colleges Cost $200K
College Costs Turn Your Kid Into A Roth Child
Estate Can I Name A Beneficiary for My Investment Account?
Estate Could Your Ex Get Your IRA or Your Life Insurance When You Die?
Estate Do You Still Need An “A-B” Trust?
Estate Heir Conditioning
Estate What Happens to Your Digital Stuff When You Die?
Finance 10-Question Quiz on the New Tax Law
Finance Checklist: Helping Aging Parents with Their Finances
Finance Helpful Financial Websites
Finance How Long Will It Take for Your Money to Double? Use The 'Rule of 72'
Finance Income vs Yield
Finance Inflation: What Does It Mean for You?
Finance Not All Yields Are Created Equal
Finance What's Your Financial IQ?
Finance What's Your Financial IQ? -- Answers
Math Fun Can You Digit?
Retirement 3 Mistakes to Avoid with Inherited IRAs
Retirement Borrow from 401K?
Social Security 82 = The Answer
Social Security Social Security Income Crossover