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Insights
Can You Avoid the Wash-Sale Rule with ETFs and This Loophole?
You can use Exchange-Traded Funds (ETFs) to avoid the wash-sale rule in several ways. Here are three, from the clearly…
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Insights
Looking for a Flat Fee Financial Advisor?
Financial Planning By Brian Thorp Brian Thorp is the founder and CEO of Wealthtender and Editor-in-Chief. Prior to founding Wealthtender,…
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Insights
Mastering the Debt to Income Ratio: A Guide for Business Owners
To make Wealthtender free for readers, we earn money from advertisers, including financial professionals and firms that pay to be…
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Insights
Looking for a Retirement Financial Advisor?
Are you considering hiring a retirement financial advisor? Get to know retirement advisors who live near you and specialize in…
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Insights
How Does a 401(k) Work? You Need to Understand It for Retirement
Retirement is on every employee’s mind, whether they are young or old. In America, most workers have a 401(k), a…
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Insights
How Much Does a Financial Advisor Cost?
By: Jacob Wade | Edited By: Brian Thorp The cost of hiring a financial advisor varies significantly based on the…
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Insights
Ask an Advisor: I am 62, single, retired, and not taking Social Security yet. I have about $800K ($300K Roth, $220K Inherited IRA, $73K in SEP, $200K Cash). With no other income and expenses of $2K month, what funds should I use for living?
To make Wealthtender free for readers, we earn money from advertisers, including financial professionals and firms that pay to be…
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Insights
Ensemble Active Management – Capturing Active Manager Alpha
To make Wealthtender free for readers, we earn money from advertisers, including financial professionals and firms that pay to be…
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Insights
Are Gen Z Spoiled and Entitled, or Just Realistic About Finances?
To make Wealthtender free for readers, we earn money from advertisers, including financial professionals and firms that pay to be…
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Insights
Looking for a Financial Advisor in Louisville, Kentucky?
KY By Brian Thorp Brian Thorp is the founder and CEO of Wealthtender and Editor-in-Chief. Prior to founding Wealthtender, Brian…
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