How to plan for retirement in your early 50s.
Asset Allocation
What Happens to the Money Market Cash on the Sidelines?
Are money market fund assets going to act as cash on the sidelines for the stock market?
Timing the Stock Market Using Valuations
Can you use valuations to time the stock market?
The 60/40 Portfolio Win Rate
A historical look at the win rate for the 60/40 portfolio over various time frames.
The Opportunity Cost of Market Timing in T-Bills
What to do if you’re holding T-bills and worried about lower rates from Fed Cuts
Is the Small Cap Premium Dead?
Are small cap stocks dead money?
How Would You Invest $14 Million?
What’s the right asset allocation for a $10+ million portfolio?
Diversification is About Decades
Why diversification is a survival strategy but also an agressive one.
The Difference Between Market Timing & Risk Management
Some thoughts on how and when to make changes to your portfolio.
What About 60/30/10 Instead of 60/40?
Some thoughts on holding 10% of your portfolio in cash.
