The Secret To Creating A $4.5m Portfolio Like This Teaching Couple
#Investing #Retirement #Lifestyle“Choose Europe for the lifestyle or the Middle East or Asia to earn a lot of money.” But I often find that expats who live and work in Europe have higher income upon retirement. That might not make sense. But I explain here.…
This Is When You Should Worry About Your Portfolio's Returns
#Investing #Financial LiteracyHas your portfolio fallen by a lot? In this article, I explain when you might want to make some changes.…
Is It Safe To Invest Now?
#Investing #MindsetIf you're glued to stock market news, you might wonder whether now is a decent time to invest. Instead of saying, “Yes” or “No,” here’s something far more helpful:…
How Much Can Retirees Withdraw From Their Investments Each Year?
#Retirement #InvestingHow much of your investment portfolio can you withdraw each year in retirement? You might be aware of "the 4% rule." Or should it be 3% or 1.8%? The best answer is, "None of the above." In this article, I answer the above question, and then I extend it.…
Robert Arnott's Fundamental Index Packs A Solid Punch
#Investing #Index FundsRobert Arnott proposed building indexes weighted by business earning instead of company size. John Bogle hated the idea. But if someone invested in fundamental index funds, I wouldn't call them foolish.…
When It Comes To Financial Advice, Can You Trust Your Financial Advisor?
#Financial Literacy #InvestingJeff Devens says most financial advisors have conflicts of interest. He explains his rationale in this guest post and recommends solutions.…
Savings Accounts: Why They Can Put Your Retirement Money At Risk
#InvestingIf you're worried about the stock market, and you're keeping large sums of money in savings accounts, your money will erode...despite increasing interest rates. I explain the risk here…
If 2022 Wasn't The Worst Year For Investors, What Was?
#Investing #Financial LiteracyShould You Invest In These Unprecedented Times? War in Ukraine! Market volatility! Spiking inflation! Fuel shortages! This goofy ghost story puts such fears in perspective.…
World's Most Famous Hedge Fund: Performance Revealed
#InvestingMost of us don't have enough money to buy the world's most famous hedge fund. But it's fun to see its performance...if you can keep your FOMO in check. I reveal Ray Dalio's, Bridgewater Pure Alpha performance here: January 2012 to December 31, 2022.…
Which Actively Managed Fund Is The Best Of All Time?
#Investing #Financial LiteracyOK, I admit it. Some actively managed funds beat indexes. So, which mutual fund is the greatest of all time? I reveal it here, with an analogy, of course.…