The most comprehensive Ridgeline dashboard that aggregates all your accounts and goals into one big picture.
A TD Ameritrade Institutional portal to see statements, tax forms, trade confirmations, distribution alerts, and more.
The Betterment portal to open accounts, initiate transfers, and see statements, tax forms, trade confirmations, & more.
We don't always agree with 100% of what's written or communicated via the links below, but we find multiple viewpoints important. Enjoy!
Added 03/21/2023: Risk is NOT what you think
When the media speaks of risk, they're almost always referring to volatility. This is wrong. Howard Marks has said "Volatility is, at best, an indicator of the presence of risk. But volatility is not risk." So, what is it? [a Twitter post from Money Visuals]
Added 03/01/2023: Investing Isn’t Gambling by Eric Soda
Gambling is the most common comparison made to the world of investing. Of course, it couldn’t be further from the truth. You know that. We know that. But so many investors fail to realize that the odds and time are both on the side of the investor and the author explains the differences in short form.
Added 03/01/2023: Myths That Won’t Die by Richard Quinn
This post is all about Social Security and the myths that are so abundant
Added 01/18/2023: The Long-Term Wins
by Ben Carlson: “More than 75% of 20 year periods have seen annual returns of 8% or more. Almost 96% of the 30 year time frames had annual returns of 9% or more. Over 30 years that’s a return of more than 1,300% in total. The worst 30 year return was gains of more than 800%!”
Added 12/26/2022: Markets In Perspective
A collection of charts and market updates that may surprise you
Added 11/19/2022: Personal Finance: We have met the enemy, and it’s not recession
A timely and--at the same time--timeless article by Chris Hopkins, a chartered financial analyst
Added 11/17/2022: Markets Don’t Wait for Official Announcements
Worried stocks may drop after a recession announcement? History shows markets incorporate expectations ahead of economic reports
Added 10/18/2022: Never Interrupt Compounding
“The first rule of compounding: Never interrupt it unnecessarily.” - Charlie Munger
Added 08/04/2022: How Experts Think About Bear Market Opportunities
A helpful post from Visual Capital answering the question: When faced with the challenges of a bear market, how do experts respond?
Added 09/22/2022: Fluent In Finance
Practical and insightful twitter thread with some helpful perspective
Added 08/15/2022: A Simple Way to Vastly Improve Your Investment Performance
If you really want a simple way to succeed as an investor, print this letter out, and sign it
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