The financial gurus are always looking for a new “alternative” asset class that both reduces the risk in your portfolio and
Category: Investing
How To Read Market Commentary and Stay The Course
Every day, new articles are published telling you to buy this! Sell that! Hedge against this other thing! One of the
Schwab Index ETF Expense Ratios vs. Vanguard ETF Comparison (Updated 2016)
Schwab also had some reactionary price cuts to some of their Schwab Index ETFs last week. Here are the updated expense
iShares Core ETF Expense Ratios vs. Vanguard ETF Comparison (Updated 2016)
Blackrock announced price cuts to 15 out of its 22 iShares Core ETFs last week. The iShares Core series is their
More Charts: Withdrawal Rates and Portfolio Longevity
Here’s another pair of tidy charts about safe withdrawal rates, or the amount you can safely withdraw from your retirement portfolio
Robinhood Gold Review: $10 a Month For Extended Trading and Interest-Free Margin
The Robinhood app became well-known for their free stock trades and sleek app-only interface. People wondered, how will they make money?
Vanguard Advice on Dynamic Retirement Spending Rules
There is a lot of focus on how to accumulate a big nest egg, but possibly even more complicated is how
Warren Buffett’s Ground Rules: Do-It-Yourself Investing Guidelines
Okay, so you probably aren’t reading a book titled Warren Buffett’s Ground Rules: Words of Wisdom from the Partnership Letters of
Warren Buffett’s Ground Rules: Shared Concepts with Low-Cost Index Funds
If you get in a debate about owning index funds, Warren Buffett will likely be invoked as an example of successful
Vanguard Complacency Check
Vanguard recently celebrated the 40th anniversary of the Vanguard 500 Index Fund, the first index fund available to individual investors. If
Jack Bogle WSJ Interview Highlights (September 2016)
When Jack Bogle grants an interview, I sit down and take notes in case he drops something significant. Here is a
Schwab Target Date Index Funds Review
Charles Schwab has announced Schwab Target Index Funds, a new series of “all-in-one” target date mutual funds that are made up
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