2023, an Epic Year of Performance Chasing This year is a great example of performance chasing. Flows into money markets are at record highs; meanwhile, despite massive Fed rate increases, the economy seems ok despite inflation spiking to 9%, and […]
Where to take Investment Risks Should I take risk in my stocks or bonds? When constructing your portfolio, where do you take investment risk? Do you “gamble” in your stocks or your bonds? Wait, which one is low risk? While risk […]
Fine Wine as an Alternative to Bonds What about fine wine as a bond alternative? Investment-grade wine is in a correction in 2023. Will investment-grade wine do better than the 5% you expect from bonds? Wine an Investment Generally, wine […]
It’s Time to Rebalance this Account I have a good-sized retirement account that I invested in the Merriman Ultimate buy-and-hold portfolio, and it is time to rebalance. Will you help me? I have $450 in cash in this […]
Lifecycle Investing and 100% Equities for Life One hundred percent equities for life? That’s what a new paper on lifecycle investing recommends. Beyond the Status Quo: A Critical Assessment of Lifecycle Investment Advice was published earlier this month and reported […]
“Restrictive” or “Inhibitory” Gatekeeping? Searching Google for “restrictive gatekeeping” and “inhibitory gatekeeping” provides interesting results that provide insight into how one parent can interfere (or attempt to control) the children’s interaction with the other parent. Is it restrictive or inhibitory […]
Mitigations for Retirement-Specific Risks How do you mitigate retirement-specific risks? That is, what are your options to plan for future retirement risks? Some retirement-specific risks are more mitigatable than others. Let’s learn a little about your options for mitigation […]
Sequence of Inflation Risk Sequence of inflation risk may be a new phrase for you, but we all know that inflation significantly affects those in retirement. Now that inflation is back in the news, retirees want to know how inflation […]
An Introverted Retirement A quarter of folks are introverts, and they retire. I’m one of them, and to the retired introvert, it all comes down to quality over quantity. What is an Introvert? Unfortunately, the world belongs to […]
