Portfolio Review – January 2019 – 2018 Portfolio Returns

Portfolio Review – January 2019 – 2018 Portfolio Returns

[This portfolio review about 2018 portfolio returns may contain affiliate links at no cost to you] Welcome to the first portfolio review of 2019! The new year is always a good time to look back and see how I did in 2018. My 2018 portfolio returns looked good until about October when the market started [...]

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Portfolio Review – December 2018 – Negative Stock Returns

Portfolio Review – December 2018 – Negative Stock Returns

[This portfolio review about negative stock returns may contain affiliate links at no cost to you] Negative stock returns and volatility are at the forefront of the conversation lately. At the time of the last update, the monthly return for the S&P 500 was -3.62%. This month, we see an even bigger drop with a [...]

401k and IRA contributions limits for 2019 are going up!

401k and IRA contributions limits for 2019 are going up!

Our good pal, the IRS has issued guidance on contribution limits for 2019. The news is good for those already maxing out their tax-advantaged space or planning to do so next year. According to the IRS news release, 401k, 403b and most 457 plans are changing from an $18,500 max to $19,000 next year. That's [...]

Portfolio Review – July 2018 – International Stock Market Struggles

Portfolio Review – July 2018 – International Stock Market Struggles

[This portfolio review about the international stock market may contain affiliate links at no cost to you] The international stock market hasn't been the best place for investors in the past few years. That trend has continued this year. It was especially clear this month as foreign stocks lagged domestic by quite a bit. That's [...]

Most Vanguard ETF trades will soon be free

The 56 Vanguard ETFs that are currently commission free are getting some new friends in August. Vanguard announced today that they will expand their commission free ETF lineup. This expansion will include ETFs from a variety of competitors. As a result, in August, nearly 1800 ETFs will be commission free on Vanguard. This won't include [...]