Investing Tae Kim Investing Tae Kim

Margin Of Safety

The margin of safety. We know it’s important, but how many of us intentionally plan these into our lives? According to google maps, it takes exactly 22 minutes to drive from our home to the closest supermarket. But if you’ve driven a car for any period of time you know we should leave some buffer room. So in this post, I want to share with you 8 ways to create more margin of safety.

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Investing Tae Kim Investing Tae Kim

Hierarchy of Investment Needs

Investments are made for a wide range of needs. One could be saving for one’s retirement which can be many decades away. Another could be saving to buy a house in 5 years. So in this post we are going to review the 5 levels of “Hierarchy of Investment Needs” so you can use it as a framework to help you prioritize your money.

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Investing Tae Kim Investing Tae Kim

FZROX $0 Fee Fund - Too Good To Be True?

In this post, we take a look at the FZROX $0 Fee Fund and ask the question: is it too good to be true? FZROX has been making waves in the investment world with their promise of no fees. But what's the catch? Is this fund too good to be true, or is it actually a great investment?

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Investing Tae Kim Investing Tae Kim

3-Fund (+1) Portfolio Strategy

The 3-fund portfolio strategy is a simple, low-cost way to build a diversified investment portfolio. By owning just three simple low-cost index funds, a total US equity, a total US bond, and a total international equity, all of us can outperform the vast majority of mutual funds out there. But what if we want to add a bit more flavor to our 3-fund portfolio? What would be a good addition? So in this post we are going to talk about the 5 most popular 4th additions to the 3-fund portfolio strategy.

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Investing Tae Kim Investing Tae Kim

Don't Overcomplicate Your Portfolio

One of the biggest mistakes people make when it comes to their finances is overcomplicating things. Don't make this mistake with your portfolio - keep it simple. In this post, I'll share four ways people unnecessarily overcomplicate their portfolio and how you can avoid them.

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Investing Tae Kim Investing Tae Kim

Year-End Investor Checklist

As the year comes to a close, it's important to make sure you're taking advantage of all the opportunities available to you in order to maximize your returns. In this post, we'll go over a checklist of things you should do before the end of the year in order to set yourself up for success in 2023.

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Investing Tae Kim Investing Tae Kim

Be Greedy When Others Are Fearful

There's a reason Warren Buffett is one of the richest people in the world. He understands that when others are fearful, we should be greedy. But what does this really mean? In this post, we'll explore this old-school saying in more detail.

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Investing Tae Kim Investing Tae Kim

5 Best Fidelity Funds

When it comes to choosing the best Fidelity funds to buy and hold forever, there are a few key factors you'll want to keep in mind. In this post, we'll walk you through five of our favorite options and explain why they might be perfect for your portfolio.

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Investing Tae Kim Investing Tae Kim

Asset Allocation - What You Need To Know

Asset allocation is one of the most important concepts in investing. In this post, we'll define asset allocation, discuss the benefits and risks of various asset classes, and provide some tips on how to create an effective asset allocation for your portfolio.

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Investing Tae Kim Investing Tae Kim

VTSAX vs VFIAX

In this post, I'll compare VTSAX and VFIAX and explain why I prefer the Vanguard Total Stock Market Index Fund, VTSAX. Both funds are excellent options for long-term investors, but there are some key differences that you should be aware of before making your decision.

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