The Vanguard 500 Index fund has strongly outperformed the majority of managers for most of the past 40 years. Here’s how Grubman is aligned with Vanguard, and how we differ.
Health Savings Accounts: The Tax-Advantaged Unicorn
Health savings accounts (HSAs) are one way to mitigate the effects of the ever-increasing costs of healthcare in the U.S.
Is Your Spending Helping or Hurting Your Retirement Goals?
How much money will you need to retire? Answering this question is a cornerstone of the financial planning profession.
A Terrific Way to Increase Retirement Savings
401(k), Roth 401 (k)... and now after-tax 401(k) options. We’ve weighed the pros and cons of each, and give you our advice on which retirement plan to choose.
The 7 Benefits of Donor-Advised Funds
A donor-advised fund is like a mini-foundation that anyone can set up without the expense or a lot of paperwork, and it comes with other perks.
Medicare Enrollment: Avoid the Pitfalls, Take the Opportunities
How to sort through all the conflicting information you hear about Medicare, and who to ask if you have more questions.
Questions to Ask a Potential Financial Advisor
When you’re in the market for a financial advisor, you want to find one that’s going to be a perfect fit in the long run. What questions should you ask?
Active Versus Passive Investment Management—Our Philosophy
The common myth is that a smart investment genius can outwit the system with his choices, but “crowd-sourced” investment is usually far more successful.
Are Robo-advisors as Worthy as Real CFP® Professionals?
Is it a good idea to use online “robo-advisors” for financial or investment advice versus a real, live CFP professional? We don’t think so.
Recommended Read: How Warren Buffett Is Beating the Hedge Funders
No one can argue with Warren Buffett’s investment prowess. Listen to the NPR podcast about Buffett and his $1 million passive investment bet.