Investment advice

[The Sybian]

Tell her she can give you $17K annually untaxed. $34K if she’s still married.

I get that you said this tongue-in-cheek, but that gift wouldn't affect her taxes, since the gift wouldn't be deductible or affect her income.

Shhhhh!

[Baloney]

Great tool to understand the cost of mutual funds and etfs. My favorite features is you can look at how the fund compares to similar funds (morningstar categories, investment objectives, etc) that are priced cheaper.

https://www.finra.org/fundanalyzer

I also find this useful for looking at fund overlaps

https://www.etfrc.com/funds/overlap.php

And this for back testing portfolios

https://www.portfoliovisualizer.com/backtest-portfolio

Apologies if anyone linked these previously.

[wlu_lax6]

Great tool to understand the cost of mutual funds and etfs. My favorite features is you can look at how the fund compares to similar funds (morningstar categories, investment objectives, etc) that are priced cheaper.

https://www.finra.org/fundanalyzer

I also find this useful for looking at fund overlaps

https://www.etfrc.com/funds/overlap.php

And this for back testing portfolios

https://www.portfoliovisualizer.com/backtest-portfolio

Apologies if anyone linked these previously.

Morningstar X-ray was my goto for this.