Investing
How to Use an Investing Calculator to Plan Your Goals
The math behind compound growth is simple enough to run yourself, and knowing it keeps a calculator's output honest.
Investing: Strategy and Markets
Contribution schedules, holding periods, account types and fee drag explained with worked figures, so a portfolio rests on arithmetic not instinct.
Investing
How the Wash-Sale Rule Actually Works, and What Counts as Substantially Identical
A mistimed repurchase can quietly erase a tax loss an investor was counting on. Here is how the IRS defines the window, and where the disallowed loss actually…
Investing
What Compounding Actually Looks Like in an Index Fund
The last decade of a forty-year index holding produces more growth than the first three combined — the arithmetic that makes patience a strategy.
Investing
How Often Should You Check Your Portfolio
The more often investors look, the more loss they feel — behavioral research ties frequent checking to worse decisions, and the fix is a calendar.
Investing
What Happens to Index Funds During a Recession
Broad index funds fell 34% in 2020 and 49% in 2008-2009 and recovered both times — the mechanism is mechanical, and surviving it is behavioral.