Investments

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Weekend Reading: What Global Withdrawal Rates Teach Us About Ideal Retirement Portfolios

Most retirement studies focus on US data. But what happens when we consider how portfolios might perform under the worst economic conditions, not just the American experience?

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Weekend Reading: Challenging The High-Dividend-Yield Stock Narrative

Many investors favor dividend-paying stocks, believing they offer superior returns and reliable income. However, the academic community disagrees.

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Weekend Reading: 12 Questions You Should Ask Before Making Investing Decisions

Investing doesn't have to be overwhelming. This guide offers a simple 12-question checklist to help you evaluate any potential investment.

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Weekend Reading: When *Not* To Rebalance?

Rebalancing your portfolio – buying and selling to maintain your desired risk level – is a common investment practice. But how you decide when to do that matters!

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Weekend Reading: The Thin Line

You may have had incredible success in investing in the market throughout your saving years, but retirement is different and past performance is no guarantee of future success.

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Weekend Reading: How You Average Matters

Your average return matters, but more than that, how you average matters.

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Weekend Reading: The Three Types of Investing Mistakes

To truly identify your investment mistakes (and hopefully prevent some along the way), you must first determine what a “mistake” means to you.

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Weekend Reading: Ain't That Unusual

f you haven’t yet, you’ll see it in the news headlines soon; Tales of tumultuous future market performance based on which presidential candidate wins the 2024 election. But how serious can you take these forecasts, really?

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Weekend Reading: Stocks Have Not Always Beaten Bonds. Should You Care?

The long-standing assumption of a consistent six-plus percent annualized return for U.S. equities, as supported by historical data, is being challenged.

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Weekend Reading: Do Stocks Get Safer The Longer You Own Them?

The stock market will never be “safe”, and while this is important to recognize, it doesn’t mean it still can’t be a valuable tool for you in retirement.

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Weekend Reading: The Illusion of Security in Investing

The risks you haven’t planned for can ultimately be the ones that put you in financial jeopardy. However, these risks are often controllable, while future returns offer limited influence, especially when it comes to the stock market.

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Weekend Reading: The Accident

You want to avoid “Accidents” in retirement, and every accident is a result of a risk that you knowingly or unknowingly took on. Therefore, the key to avoiding your retirement “Accidents” begins with the identification of the risks.