When should retirees sell stocks for RMDs?
Asset Allocation
60/40 Portfolio Corrections, Bear Markets and Recoveries
A reader asks: I saved one of your articles that had some figures from all the bear markets since 1950 thru 2020 (was couple years ago). It had a table with the % drop at the trough, the number of days to the bottom, the date and number of days back up to breakeven, as…
Private Equity is Coming to a 401k Plan Near You
Financial advisors and 401k plans are going to see more private investments in the years ahead.
Investing in an Uncertain World
Some questions about how to invest in a new regime.
Is International Diversification Finally Working?
Foreign stocks are finally wining. Will is last?
Market Timing a Recession
Some thoughts on market timing and recessions.
Does Buy the Dip Work?
A closer look at the pros and cons of a buy the dip strategy.
The 2024 Sector Quilt
Some thoughts on picking and choosing S&P 500 investors.
How to Pay Next-to-Nothing in Taxes During Retirement
A closer look at harvesting long-term capital gains.
Updating My Favorite Performance Chart For 2024
A look at the latest 10 years of asset class returns.
