The beginner’s guide to index funds

Adam Levy •
The Motley Fool
Advisor

In Warren Buffett’s 2016 letter to Berkshire Hathaway shareholders he wrote, “If a statue is ever erected to honor the person who has done the most for American investors, the hands down choice should be Jack Bogle.” Jack Bogle is the founder of the Vanguard Company and created the first index fund in 1976. He

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Do employee-owned companies make for happier workers?

Jen Hubley Luckwaldt •
The Simple Dollar
Happy Employees

Your boss would love for you to feel like you have a stake in the company. After all, loyal employees put in longer hours, produce better work, and stick around for more years than those whose feelings about the organization can be summed up with a resounding, “Meh.” There’s just one problem: With job security a thing of

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Tax rules on 10 different retirement accounts and investments

Founder, WEALTH MANAGER, Wealth Adviser, and Carlos Dias Jr. •
Kiplinger
Colleagues having a meeting.

For a tax-conscious investor, finding tax-efficient investments is the key to successfully saving for retirement. Not everyone thinks about the tax consequences on their investments and trusts that their financial advisers will be knowledgeable before making a recommendation. Often, it is a challenge for advisers to educate themselves on all of the tax laws that

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Debating whether to remodel or sell your house? Ask these seven questions first

By Danielle Braff •
Chicago Tribune
Man vacuums with long shop vac hose in renovation room addition with brick wall.

Sandy Tremain and her husband, Jeff, bought her 1960s Deerfield home in 2008. Back then the four-bedroom home with original pink bathrooms, galley kitchen and vintage appliances worked just fine. Six years later, though, the Tremains felt the time was ripe to move on. In that period, their household had grown to include three children,

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