A reader writes in, asking: “For the last several years I’ve been following a basic Boglehead strategy with a few index funds. How big does a portfolio have to be before it makes sense to start moving into other strategies?” There are certain portfolio-related considerations that …
Aside from the technical discussions here on the blog (e.g., how various tax or Social Security rules work), there are a handful of messages that I try to deliver pretty regularly. One of those is that there’s a lot more to financial planning than just investing. Fortunately, most financial planning decisions don’t require any sort […]