Bear Market Action Plan
Having an action plan to survive a bear market is critical. Going over an important list of things to do and not do in a bear market in this episode.
Having an action plan to survive a bear market is critical. Going over an important list of things to do and not do in a bear market in this episode.
Every investor needs a written Investment Policy Statement. Here are a few pieces out of mine and ideas for what you ought to consider including in yours.
Does your investing plan include how and when to rebalance your portfolio? Consider the 5/25 rule as part of your risk management strategy.
Want to know what I'm doing in this market downturn? Same thing I've been doing for the last nine years! Earning, saving, investing, spending and giving.
Follow these comprehensive tips to know what you SHOULD and should NOT do during a bear market. This too shall pass!
Some readers have asked if it is smart to use a 529 for retirement instead of education. Exploring the question today.
Market corrections should be expected and aren't unusual. So, should you try to time the market? No! Also talking bond tents, mega backdoor Roths, and lots more.
Real estate takes up 20% of my portfolio. Here's an update on the performance of my holdings.
Market timing is a fantastic way to rapidly increase your investing returns. Too bad neither you nor I can do it successfully.
Index funds have been a major holding in my retirement portfolio for over 15 years. Here's how I use them and how they faired in 2019.
Not aware of the 60-day qualified dividend rule? It could cost you in taxes. Efficiently invest in your taxable account to avoid the problem.
Interviewing Harry Sit today discussing advice-only advisors, health insurance, retirement accounts, financial independence, and lots more.
As you design, build and maintain your portfolio, make sure you understand the four types of investments
How does the 5-year rule on Roth conversions affect retirement planning? Also talking NNN properties, losing a solo 401(k), keeping cash on hand, and lots more.
Want an investment plan that doesn't require predicting the future? Design your portfolio with a fixed asset allocation and get on with your life.