Skip to content
Validea's Guru Investor Blog
  • Featured
    • Recent Posts
    • Popular Posts
    • Jack Forehand
    • Justin Carbonneau
  • Validea
    • Model Portfolios
    • ETF Portfolios
    • Factor Report
    • Guru Analysis
    • Guru Stock Screener
    • ETF Factor Report
    • ETF Factor Screener
  • Money Management
    • Validea Capital
    • Free Assessment

Tag: Retirement

Factor Investing for Retirement with DFA's Mathieu Pellerin
2 years ago
Factor Investing for Retirement with DFA's Mathieu Pellerin

In this episode, we combine two of the topics we often cover on the podcast. We talk both retirement planning and factor investing with Dimensional Fund Advisors Senior Researcher Mathieu…

Using Variable Withdrawal Rate Strategies in Retirement
2 years ago
Using Variable Withdrawal Rate Strategies in Retirement

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…

Retirement Planning with Monte Carlo: Inputs, Interpretation and Limitations
2 years ago
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…

Understanding the 4% Rule and Safe Withdrawal Rates
2 years ago
Understanding the 4% Rule and Safe Withdrawal Rates

The 4% rule has become a standard used by many investors to determine the amount they can safely withdrawal in retirement. But most don’t know where it came from, the…

Retirement Planning in Your Prime Earning Years
2 years ago
Retirement Planning in Your Prime Earning Years

Regardless of when you start saving for retirement, the most important period to save is probably the period when your income is at its peak. In this episode, we discuss…

Take These Small Steps To Boost Your Retirement Savings
2 years ago
Take These Small Steps To Boost Your Retirement Savings

As a requirement of the new Secure Act 2.0 legislation, all new retirement savings plans will automatically enroll workers beginning in 2025, unless they opt out, and gradually increasing their…

Investors Say They Need $3 Million To Retire
2 years ago
Investors Say They Need $3 Million To Retire

According to a recent MLIV Pulse survey—a weekly survey conducted by Bloomberg’s Markets Live team—the 553 investors who responded believe you need somewhere between $3 million and $5 million to…

Advice From A Pro On How To Fix America’s Retirement Crisis
3 years ago
Advice From A Pro On How To Fix America’s Retirement Crisis

In an interview with Barron’s, TIAA president and CEO Thasunda Brown Duckett discussed the looming retirement crisis in America, pointing to a $4 trillion retirement income gap that suggests roughly…

What We Can Learn From People Who Hate Retirement
3 years ago
What We Can Learn From People Who Hate Retirement

Many people dream about retirement during their 30 or 40 years in the workforce, but what happens when that dream falls short in reality? That’s a question posed in an…

A Stock Market Decline Shouldn’t Ruin Your Retirement
3 years ago
A Stock Market Decline Shouldn’t Ruin Your Retirement

If you’ve been socking money away in a 401(k) or IRA for years, the last thing you want just before you venture into retirement is a stock market downturn. Underperformance…

Posts navigation

1 2 3
Recent Original Research
May 28, 2025
Ten Fundamentally Sound Low Volatility Stocks
Low volatility investing focuses on companies whose stock prices tend to move less than the overall market. While traditional finance theory suggests that higher returns come with higher risk, decades of research have shown that low-volatility stocks...
May 27, 2025
Ten Top Small-Cap Value Stocks
Value investing has demonstrated remarkable long-term success because it exploits fundamental market inefficiencies—periods when emotional selling, neglect, or temporary business challenges cause quality companies to trade below their intrinsic worth. This approach works because markets consistently overreact...
May 24, 2025
Ten Fundamentally Sound High Quality Stocks
In volatile markets, high-quality stocks function as stabilizing forces, providing durability when economic turbulence reveals the vulnerabilities of less solid enterprises. These outstanding businesses demonstrate consistent earnings expansion, preserve strong financial foundations, and hold lasting competitive moats...
May 23, 2025
Ten Top High Momentum Stocks
Momentum investing is a strategy that capitalizes on the tendency of winning stocks to continue winning by identifying securities with strong relative price performance that consistently outpace their peers and broader market indices. Rather than simply chasing...
Validea's Guru Investor Blog
Sign up for our newsletter

Get Validea’s FREE Guru Investor weekly email & research updates.

Facebook-f
Twitter
Linkedin

© Copyright 2020 Validea. All Rights Reserved