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01/17/2019

John Bogle, Vanguard Founder Who Created Index Funds, Dies at 89

Remembering Jack Bogle who changed the world for the average investor. http://fortune.com/2019/01/16/john-bogle-vanguard-founder-created-index-funds-dies-89/

The investment giant was inspired to work in the fledgling business of mutual funds in 1949 after reading an article in Fortune Magazine.

01/09/2019

How to Dodge a Market Dip That Threatens Your Retirement

https://www.nytimes.com/2019/01/07/your-money/stock-market-retirement.html "Is my allocation to stocks more than my stomach can handle should the market plummet 50 percent? Check your allocation and assess your portfolio free on StackUp to make sure you're on track.

The recent volatility in the stock market can make older investors feel vulnerable. Here are some strategies to make sure your money lasts as long as you do.

12/10/2018

How Mutual Fund Investors Can Avoid A Tax Nightmare

How can mutual fund investors avoid a tax nightmare?You can read this and/or sign up for StackUp and get an automated report. https://www.forbes.com/sites/kenkam/2018/12/05/how-mutual-fund-investors-can-avoid-a-tax-nightmare/

The Wall Street Journal reports that some mutual funds are making huge distributions this year. For example, Wells Fargo says its Disciplined Small Cap Fund will distribute a whopping 47% of its assets on December 10. Here's what mutual fund investors need to know to avoid a tax nightmare.

12/07/2018

Why Mutual Fund Gains Can Bring a Tax Bill

If you're using StackUp to analyze and monitor your portfolio, keep an eye out for an email that shows you a breakdown of the mutual funds you hold with the highest tax exposure. Want to learn more? Read this: https://money.usnews.com/investing/funds/articles/2018-09-24/why-mutual-fund-gains-can-bring-a-tax-bill

Experts say the tax tail should not be allowed to wag the investing dog.

12/07/2018

Stackup's cover photo

12/04/2018

More actionable insights. We're excited to announce a new feature that allows you to drill down to the position level giving you deeper insights into which stocks in your portfolio will lose the most in a market crash.

12/01/2018

Here Come Some Big Tax Bills for Fund Investors

Now's a good time to review the mutual fund holdings in your taxable accounts and take steps to avoid surprise taxes. https://www.wsj.com/articles/here-come-some-big-tax-bills-for-fund-investors-1543597202?ns=prod/accounts-wsj

The move to passive investing is proving costly... for those who are sticking with active funds.

10/30/2018

The High Financial Price of Our Short Attention Spans

Short attention span? We get it. That's why we keep an eye on your financial future. https://www.wsj.com/articles/the-high-financial-price-of-our-short-attention-spans-1540174321

We’re bombarded with information, giving us little time to focus on any of it. It’s a recipe for making bad choices about our money.

10/22/2018

Mutual-Fund Investors, Beware: There’s a Tax Trap Waiting for You

Thanks to The Wall Street Journal for pointing out this frequently overlooked fact which has a major impact on your absolute returns. https://www.wsj.com/articles/mutual-fund-investors-beware-theres-a-tax-trap-waiting-for-you-1540174141

There’s a way to avoid a tax hit related to funds in taxable accounts, with the proper analysis and planning.

09/07/2018

KG suing accountant over alleged theft of $77M

http://www.espn.com/nba/story/_/id/24599178/kevin-garnett-sues-accountant-77m-lost-wealth-manager
Kevin Garnett sues accountant over $77 million lost to wealth manager. Sad reality covered by . happens all too often. Thanks for sharing. This should never happen. Investors should never be surprised. Wealth management should be fully transparent!

Kevin Garnett is suing an accountant and his firm, alleging they helped a wealth manager steal $77 million from the retired Minnesota Timberwolves and Boston Celtics star.

08/08/2018

Facebook to Banks: Give Us Your Data, We’ll Give You Our Users

Well this is something to pay attention to. "Facebook to Banks: Give Us Your Data, We’ll Give You Our Users"
https://www.wsj.com/articles/facebook-to-banks-give-us-your-data-well-give-you-our-users-1533564049

Facebook has asked large U.S. banks to share detailed financial information about customers, including card transactions and checking-account balances, as it seeks to boost user engagement.

07/13/2018

This Is the Best Robo-Advisor for Every Investor, From Beginner to Advanced

Useful overview of robo-advisors. Probably more out there than any of us knew! http://time.com/money/5330932/best-robo-advisors-beginner-advanced-2018/

Whatever your level.

06/28/2018

Stocks close higher after Monday's big loss but confusion about trade policies lingers

Investors on edge. Lots of confusion and fluctuation due to trade policy. https://www.cnbc.com/2018/06/25/us-stock-futures-trade-keeps-investors-on-edge-data-in-focus.html

Stocks closed slightly higher on Tuesday as tech shares rebounded from steep losses in the previous session, but mixed messages from the Trump administration regarding trade kept a lid on gains.

05/01/2018

Fake online reviews 'for sale on internet'

Interesting piece from BBC News about the flaws of subjective ratings. Fake five-star reviews being bought and sold online http://www.bbc.com/news/technology-43907695

A trade in false online reviews relied upon by millions is identified in a BBC investigation.

04/06/2018

We read all 46 pages of Jamie Dimon’s annual letter to bring you these highlights

CEO Jamie Dimon’s annual shareholder letter is out. Sounds like he's thinking inflation could introduce more volatility into markets. Important to keep close tabs on how your advisor reacts. Thanks for this great summary

The CEO of JPMorgan Chase & Co. shares a lengthy annual essay on everything from government policy to corporate bureaucracy.

03/22/2018

Why You Should Be Wary of Financial Robo-Advisors

Great piece and Investors should not be in the dark when it comes to fees (or performance) - no matter if they use an advisor or a robo-advisor https://www.wired.com/story/beware-roboadvisors-wealthfront-betterment

Companies like Wealthfront are moving away from their early ideals of low-fee passive investing—and customers should be skeptical.

03/13/2018

The bull market is in the 9th inning — and there’s no chance of extra innings, David Rosenberg warns

Great points from . One thing is for sure - we don’t know what’s going to happen next. Gotta keep an eye on your advisor or robo-advisor...

That's the ballgame? Gluskin Sheff’s David Rosenberg freshens his bear case for stocks.

02/07/2018

Yes, You Can Find a Financial Planner Even if You’re Not Rich

Great points: https://buff.ly/2ENLLbK Finding an advisor is one thing. Knowing if they're doing a good job is another. We try to help. https://buff.ly/2GTRYDp

Seeking financial assistance? You can hire advisers by the hour, by the month or based on your assets, even if you aren’t a millionaire.

02/06/2018

Financiers, Heal Thyselves

The investment business is perhaps the only area of the economy that can rival health care in complexity, low quality, opacity and unreasonable cost. Great insight from on https://buff.ly/2GUHEuU via

The investment business is perhaps the only area of the economy that can rival health care in complexity, low quality, opacity and unreasonable cost.

01/15/2018

Men and women have different financial regrets. Here's how to slay them

Men and women have different financial regrets. Here's how to slay them

Men and women aren't too far apart on their financial expectations, but their biggest financial regrets diverge.

12/14/2017

Generation Screwed

Generation Screwed: A compelling and visually striking story of the scary financial future of millennials.

Why millennials are facing the scariest financial future of any generation since the Great Depression.

12/01/2017

Chance of US stock market correction now at 70 percent: Vanguard Group

There's a 70 percent chance of a US stock market correction. Does your advisor have your portfolio balanced?

The chance of a stock market correction is now 70%, according to Vanguard, which is 30% higher than normal.

10/24/2017

A Stock Market Panic Like 1987 Could Happen Again

Great piece from Nytimes on the Black Monday. Could happen again. https://www.nytimes.com/2017/10/19/business/stock-market-crash-1987.html

On Oct. 19, 1987, the stock market fell more than 20 percent. It would be comforting to believe a crash couldn’t recur. But we are still at risk.

08/27/2017

Robo-Advisors vs. Financial Advisors - Which One Should You Use?

Robo-Advisor or Financial Advisor. Which one is right for you? Good overview here: https://investorjunkie.com/41363/robo-advisors-vs-financial-advisors/

There are certain times when a robo-advisor is the best choice for investing, while other times a traditional advisor makes more sense.

08/11/2017

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