Charles Schwab has announced Schwab Target Index Funds, a new series of “all-in-one” target date mutual funds that are made up
Category: Investing
SolarCity Bonds: 6.50% Interest for 18 Month Term
Some folks don’t like it when I write about investments that aren’t low-cost index funds. The thing is, when I find
MogulREIT: CrowdFunded Real Estate for Non-Accredited Investors
While the number of real estate crowdfunding sites keeps growing, most marketplaces still require you to be an accredited investor with
Using Your 401(k) and Roth IRA as Emergency Funds
We’ve all heard that you should keep an emergency fund in case of unexpected expenses or unemployment. But does it have
The Vanguard Effect on ETF and Mutual Fund Expenses
The following chart taken from this Bloomberg article by Eric Balchunas shows the drastic difference in expense ratios when Vanguard has
Hours of Work Needed to Buy S&P 500, Gold, and Oil
Here’s an interesting series of charts that measure how many hours of work it has taken to buy various things like
Reader Question: Good Time To Lower International Stock Exposure?
Here’s a reader question on international equities that reflects some of what I’ve been reading elsewhere and thinking about in my
Early Retirement Portfolio Income, 2016 Mid-Year Update
I like the idea of living off dividend and interest income. Who doesn’t? The problem is that you can’t just buy
Early Retirement Portfolio Asset Allocation, 2016 Mid-Year Update
Here is a roughly mid-year 2016 update on my investment portfolio holdings. This includes tax-deferred accounts like 401ks, IRAs, and taxable
Home Country Bias in Stock Market Investing
Vanguard has a new research paper about global asset allocation. One of their findings was that market-cap-weighted indexed portfolios provided higher
Home Country Bias in Stock Market Investing
Vanguard has a new research paper about global asset allocation. One of their findings was that market-cap-weighted indexed portfolios provided higher
The Power of Default Settings: 401(k) Auto-Enrollment
A new ProPublica article by Lena Groeger discusses the power of default settings in our life – from organ donations to
The Power of Default Settings: 401(k) Auto-Enrollment
A new ProPublica article by Lena Groeger discusses the power of default settings in our life – from organ donations to
Housing Investment Returns = Price Appreciation + Rental Dividends
Professer Robert Shiller has a new NY Times article entitled Why Land and Homes Actually Tend to Be Disappointing Investments. He
Housing Investment Returns = Price Appreciation + Rental Dividends
Professer Robert Shiller has a new NY Times article entitled Why Land and Homes Actually Tend to Be Disappointing Investments. He