Index Investing Isn't As Popular As Headlines Suggest
#Index Funds #Investing #Financial LiteracyAbout 15% of money invested in the US stock market is in index funds or ETFs. Globally, it's even lower. Surprised? You would be, if you've read stories from the press suggesting otherwise. Or...are they suggesting otherwise? In this article, I explain.…
How To Retire Early, With Less Than You Might Think
#Retirement #Financial LiteracyMore than a million retired expats live reasonably well on less than €26,040 (US$26,465) a year. If you think you don't have enough money to retire, this article may help shift your perspective. After all, lifestyle and location are major factors and they are as individual as fingerprints.…
The Most Important Stock Market Tip
#Investing #Financial LiteracyIf you can practice the world's best stock market tip, you will thump the performance of almost everyone who invests in index funds or ETFs. No, this isn't a trick. The secret is within.…
How Different Bond ETFs Have Performed This Year and Why
#Investing #Financial LiteracyDo you wonder why bond ETFs have plunged almost as far as stocks this year? This article explains which bond ETFs dropped the most, the least, and why.…
Chasing What's Hot Could Leave You Naked On The Beach
#Investing #Financial LiteracyAs the stock market falls, we're reminded of a timeless lesson: if we chase what's hot, we pay a price. Overall, the market always recovers. But can we say the same for "hot" stuff?…
Why 100% Stocks Might Earn You Less, Long Term
#Investing #Financial LiteracyMany investors build portfolios with 100% stocks because stocks beat bonds, long term. But how the allocation performs and how the investor performs are often two different things.…
The Investment Paradox
#Mindset #Investing #Financial LiteracyAn investment strategy that ends up making money could be an unsuitable plan for you. And a strategy that doesn't appear to be making money could be a solid plan. I discuss that paradox in this article.…
Marathon Financial Wellness Day at the American School of Belo Horizonte, Brazil
#Financial Literacy #Talks and InterviewsI gave my first in-person financial wellness and investment sessions since the pandemic yesterday at the Escola Americana de Belo Horizonte,in Brazil. It was amazing to see the commitment that upper school principal Kerry Timmerman and the school Director, Catarina Song Chen, put into this day…
Why Do Indexes Beat Most Actively Managed Funds?
#Investing #Financial Literacy #Index FundsWhile it isn’t a physical law, there should be a law based on the irrefutable premise that index funds always beat most actively managed funds. This isn’t news to most investors. But most people don’t know why indexes win.…
Financial Wellness Workshop at Nexus International School
#Financial Literacy #Talks and InterviewsIt's great to see school leaders at Nexus encouraging holistic financial wellness: life satisfaction connections between spending, giving and investing. I like how technology allows people to ask questions via chat mode to give us the feeling that it's almost an in-person experience.…