A 60/40 portfolio is far from dead, even after a terrible year in 2022.
Ben Carlson
A Closer Look at Risk & Reward in Bonds Right Now
Yields have finally gotten to the point where bonds look attractive again.
The Evolution of Retirement
Why retirement is still a relatively new concept.
Why Are Mortgage Rates So High?
Inflation is falling so why are mortgage rates still so high?
The Luckiest Generation
Baby boomers are by far one of the wealthiest generations the world has ever seen. The fact that there are more than 70 million people in this demographic helps but it’s also true that this is one of the luckiest generations in history when it comes to returns on financial assets. These are the total…
How Long Should Your Time Horizon Be in the Stock Market?
Is 5 years a long enough time horizon for investing in the stock market?
Streaming Services Should Charge More
Are streaming services actually underpriced?
Everything & Everyone Underperforms Eventually
Stocks, bonds, cash, gold and Warren Buffett all underperform eventually.
You Probably Need Less Money Than You Think For Retirement
Why so many millionaires have a problem spending their money in retirement.
The $70 Trillion Wealth Transfer
Some thoughts on the impact of baby boomers retiring and what the great wealth transfer will do to the markets.
