How to Design Your Personal Glide Path
Glide paths are a heavily used investment concept to reduce risk as you go through life. Here are 7 considerations for designing your personal glide path.
Glide paths are a heavily used investment concept to reduce risk as you go through life. Here are 7 considerations for designing your personal glide path.
After much thought, our portfolio is changing this year from one reasonable portfolio to another. We'll see how it goes. Update in a decade.
Some high-income professionals hate personal finance and investing. If that is you, this post is for you. If that isn't you, send this post to someone you care about.
Investors and especially their advisors don't like to acknowledge just how simple investing can be- the result is investment style chaos. Focus on what matters.
I've decided to liquidate my Peer to Peer Loan investments, primarily at Lending Club. While I certainly made money, it's time to move on.
The Morningstar X-ray Tool is a great way to help you understand what you own. Plug your portfolio into it and see how it compares to the market portfolio.
When evaluating a real estate investment, you have to look under the hood. And when you get under there, you better know the difference between a radiator and an alternator. You don't buy a car just looking at the horsepower and you shouldn't buy an investment just looking at the projected return.
Far too many investors take either too much or too little investing risk for their goals. This results in either investment catastrophe, or simply running out of money in retirement. Here's how to get to the right level for you.
Another option for investing in real estate is turnkey direct ownership. You have more control and tax benefits than syndicated shares but there are downsides too.
Asset location is an advanced topic that few pay attention to, and most of those that do get it wrong. Expected return matters as much as tax-efficiency and there is no Roth IRA free lunch.
Mid-career physicians face unique financial difficulties when compared to their broke early career counterparts and their late career colleagues wrestling with an impending retirement. Consider these issues in your financial planning.
Yield is not return. Return is not yield. Return is yield + appreciation (or depreciation.) Know the difference when evaluating investments.
Coming up with an asset allocation is hard enough. Figuring out how to achieve it with 6 different investing accounts is even tougher. In this post I review our current plan.
One of the best parts of being self-employed is you get to choose your own retirement plan. Of course, one of the worst parts is you have to figure out which retirement plan to use.
How should you factor an inheritance into your retirement planning? It depends on the amount, when you'll get it, and likelihood of actually receiving it.