Good in Theory
This article appears as part of Casey Weade's Weekend Reading for Retirees series. Every Friday, Casey highlights four hand-picked articles on trending retirement topics and delivers them straight to your email inbox. Get on the list here.
Weekend Reading
In retirement planning—and in life—it's comforting to think there's a perfect formula. But as this article reminds us, even the most celebrated financial and economic models have limits.
READ THE ARTICLEWhat You Should Know: From market valuations to inflation forecasts, these tools can offer helpful insight, but they’re far from foolproof. Four you should take with a grain of salt include:
📌 CAPE Ratio: Can offer perspective on valuations, but shouldn't be viewed in isolation
📌 Market Efficiency: The market is rational over the long run and irrational in the short run. Knowing this can help you stay steady.
📌 Phillips Curve: Inflation and unemployment aren’t as connected as they once were, thanks to globalization
📌 Laffer Curve: A reminder that debates on taxes are ongoing and complex. What seems intuitive may not always apply.
Key Takeaways: Your retirement decisions shouldn’t rely on any one model or metric. Instead, seek context, think long-term, and trust a personalized strategy that reflects your values—not just the numbers.