Many investors are familiar with the 4% rule and fixed withdrawal rate retirement strategies. But in the real world, maintaining a fixed withdrawal rate is rarely the way things actually…
Achieving Diversification and Reducing Concentration Risk: Benefits of the Equal-Weight S&P 500
Investors seeking exposure to the U.S. stock market often turn to traditional S&P 500 index funds, which are weighted by market capitalization. However, this approach can lead to concentration risk,…
A Better Way To Seek Out Quality Stocks
In times of volatility, investors lean more towards stocks that have steady earnings and solid balance sheets, and recent research from Vanguard displays a new way to get a better…
One Answer To the Stock Market’s Puzzling Gains
The overwhelming availability of cash could be one reason for the stock market’s puzzling strength in the face of fears over the economy, contends an article in Barron’s. The S&P…
The Most Unattractive Stocks Have Looked Since 2008
The divide between the earnings yield for the S&P 500 and 10-year Treasurys is at its narrowest since Fall 2007—1.59%, according to an article in The Wall Street Journal. The…
South Korean Pension Fund To Boost Won With US dollars
The Bank of Korea, the central bank of South Korea, has made a deal with the nation’s National Pension Service to buy as much as $35 billion in U.S. dollars…
Show Us Your Portfolio: Jason Buck
In this episode we speak with Mutiny Funds co-founder Jason Buck about how he manages his personal portfolio. Jason couldn’t find any publicly available funds that were running the unique…
Retirement Planning with Monte Carlo: Inputs, Interpretation and Limitations
In this episode of the Education of a Financial Planner, we take a detailed look at Monte Carlo simulation and how it is used in retirement planning. The look at…
Talking Technical Analysis with Katie Stockton
In this episode we talk technical analysis with Fairlead Strategies founder Katie Stockton. As fundamental investors, this one was a great learning experience for us as we covered a wide…
AI Can’t Beat The Market
Industries across the board are experimenting with AI with varying degrees of success, but one area that it hasn’t conquered yet is beating the market, reports an article in The…