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Are Republicans or Democrats Better for the Stock Market?
Every four years we talk about how this year’s Presidential election is the most important
What Is Style Drift and Can It Be Avoided?
All too often, the funds you use end up sabotaging your asset allocation. What if the funds you select don’t do what you think they will? When you use actively managed funds, you have to watch out for something called “style drift” – when a fund’s style (what the fund actually owns) moves over time.
What Is The ‘Retirement Spending Smile’?
Our spending desires (and needs) change through time. Blanchett observes a “retirement spending smile” that varies slightly for retirees with different household spending levels.
How Often Should I Rebalance My Portfolio?
The market is going to drag your portfolio through every mud puddle it finds. It’s your job to pick your portfolio up, dust it off, and point it back in the right direction. Rebalancing brings your portfolio back into line, and ensures that you are taking the right amount of risk through time.
How Long is the Long Term?
Everyone always talks about investing (and planning) for the long term. But they’re usually vague
How Do Interest Rates Affect Stock Returns?
The financial media loves to talk about interest rates. There are a lot of good
Occam’s – Do the Midterm Elections Matter to the Market?
The 2022 midterm elections are coming up (remember to vote on November 8th). With every
How Buffer Assets Might Be Able to Help Your Retirement
Investing involves risk. When you put your money to work in the financial markets there’s
