Stackup

01/17/2019

Remembering Jack Bogle who changed the world for the average investor.

The investment giant was inspired to work in the fledgling business of mutual funds in 1949 after reading an article in Fortune Magazine.

01/09/2019

https://www.nytimes.com/2019/01/07/your-money/stock-market-retirement.html "Is my allocation to stocks more than my stomach can handle should the market plummet 50 percent? Check your allocation and assess your portfolio free on StackUp to make sure you're on track.

The recent volatility in the stock market can make older investors feel vulnerable. Here are some strategies to make sure your money lasts as long as you do.

12/10/2018

How can mutual fund investors avoid a tax nightmare?You can read this and/or sign up for StackUp and get an automated report.

The Wall Street Journal reports that some mutual funds are making huge distributions this year. For example, Wells Fargo says its Disciplined Small Cap Fund will distribute a whopping 47% of its assets on December 10. Here's what mutual fund investors need to know to avoid a tax nightmare.

12/07/2018

If you're using StackUp to analyze and monitor your portfolio, keep an eye out for an email that shows you a breakdown of the mutual funds you hold with the highest tax exposure. Want to learn more? Read this:

Experts say the tax tail should not be allowed to wag the investing dog.

12/04/2018

More actionable insights. We're excited to announce a new feature that allows you to drill down to the position level giving you deeper insights into which stocks in your portfolio will lose the most in a market crash.

12/01/2018

Now's a good time to review the mutual fund holdings in your taxable accounts and take steps to avoid surprise taxes.

The move to passive investing is proving costly... for those who are sticking with active funds.

10/30/2018

Short attention span? We get it. That's why we keep an eye on your financial future.

We’re bombarded with information, giving us little time to focus on any of it. It’s a recipe for making bad choices about our money.

10/22/2018

Thanks to The Wall Street Journal for pointing out this frequently overlooked fact which has a major impact on your absolute returns.

There’s a way to avoid a tax hit related to funds in taxable accounts, with the proper analysis and planning.

09/07/2018

http://www.espn.com/nba/story/_/id/24599178/kevin-garnett-sues-accountant-77m-lost-wealth-manager
Kevin Garnett sues accountant over $77 million lost to wealth manager. Sad reality covered by . happens all too often. Thanks for sharing. This should never happen. Investors should never be surprised. Wealth management should be fully transparent!

Kevin Garnett is suing an accountant and his firm, alleging they helped a wealth manager steal $77 million from the retired Minnesota Timberwolves and Boston Celtics star.

08/08/2018

Well this is something to pay attention to. "Facebook to Banks: Give Us Your Data, We’ll Give You Our Users"

Facebook has asked large U.S. banks to share detailed financial information about customers, including card transactions and checking-account balances, as it seeks to boost user engagement.

07/13/2018

Useful overview of robo-advisors. Probably more out there than any of us knew!

Whatever your level.

06/28/2018

Investors on edge. Lots of confusion and fluctuation due to trade policy.

Stocks closed slightly higher on Tuesday as tech shares rebounded from steep losses in the previous session, but mixed messages from the Trump administration regarding trade kept a lid on gains.