In Plus Episode 402, we discuss purchasing individual Treasury Inflation Protection Securities versus TIPS ETFs. We look at how bonds are taxed and how to tax-adjust municipal and corporate bonds. Finally, we compare return on investment with time-weighted and dollar-weighted returns. … [Read more...]
188: Should You Pay Off Debt or Invest?
When should you pay off debt versus investing. Why stocks are not less risky the longer you own them, but younger investors should still own more in stocks. How to invest a lump sum payment. Photo by Tim Gouw In this episode you’ll learn: How net worth consists of both financial capital and human capital.What is the financial return for college.How does asset liability matching apply to mortgages and student loans.How to decide whether you should invest a lump sum … [Read more...]
