What Matters Most in Investing
Some things matter more than others when it comes to investing. In my view, the following are the most important factors in reaching your investing goals.
There are so many ways to invest successfully that the most important thing is to just pick something reasonable and stick with it. But it’s key to know which approach to take and why you’re picking that option.
Some things matter more than others when it comes to investing. In my view, the following are the most important factors in reaching your investing goals.
There is no such thing as Portfolio Nirvana. My big beef with very conservative portfolios such as The All Weather Portfolio are that the expected returns are so low.
Why Bother with Bonds? Because stocks are volatile. The author has done investors a huge favor by compiling all this great information into one place.
If measured by volume (either definition), the vast majority of investing advice out there is terrible. In the spirit of David Letterman's Top 10 Countdowns, here are the ten worst places to get inves...
By Dr. Jim Dahle, WCI Founder This deals with the high earner who finds himself just a few years away from retirement with not nearly enough money to have the retirement he would like. This could be f...
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529s do not make good retirement accounts. Use a taxable account invested in index funds instead and use your 529s for college.
There is an alternative to Peer-to-Peer lending; a process I call Royalty Based Lending (“RBL”). It is an investment vehicle that doesn’t risk a large amount of cash, has no correlation with the stock...
An insurance agent who is a "believer" in the value of index universal life insurance sent me an illustration for what he considered to be the best Index Universal Life Insurance (IUL) policy out ther...
It's okay to use a good investment advisor. But make sure the advice is good and the price is fair. Hire them for the right reasons though.
When it comes to personal finance, some things matter more than others. The secret to wealth is no secret, and getting rich slowly works best. The path to wealth is to make a lot of money, save a lot...
Phil Demuth's the Affluent Investor is a treasure trove of little known facts about how the well to do should invest their money. Every doctor should read it.
Indexed Universal Life Insurance sounds awesome. Market Returns, no downside risk, plus a death benefit? What's not to like? Unfortunately, it's too good to be true. Find out why!
Peer-to-Peer Lending (P2PL) is a relatively new asset class I've been investing in for a few years with good success. The risks are high, but the low correlation with the rest of your portfolio coupled with the high returns make it worth looking into.
Charley Ellis, one of the good guys in the investing world, wrote Winning the Loser's Game. If you don't know why active mutual funds suck, read this book.
The decumulation stage is far more complicated than the accumulation stage, but utilizing tax diversification wisely can add real value for you and your heirs.
Medical school may not have taught you about money, but we will.
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