Featured Articles

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 about what the “long term” actually means. Does that mean 5 years? 10 years? More? (Spoiler: the answer is definitely more). And frankly, talking about how you…

Occam’s – How Do Interest Rates Affect Stock Returns?

The financial media loves to talk about interest rates. There are a lot of good reasons for this, but two of the big ones are that interest rates are really important, and they’re relatively understandable and have a direct connection to most…

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 election, there’s always a lot of talk about how important it is to vote (true), and that if the other side wins it means the end of…

Introduction

I’m Bob French, the investments guy at Retirement Researcher. I’m also the Director of Investment Analysis at McLean Asset Management. My goal here is to help you use your investments to meet your retirement  goals.

Prior to joining Retirement Researcher and McLean Asset Management, I was in charge of designing the analytical engine for instream – a financial planning tool that financial advisors use with their clients. I became a CFA Charterholder in 2010.

Before instream, I was at Dimensional Fund Advisors, and I was in charge of a data analysis tool that they provided to their financial advisor clients. Aside from helping people with the mechanics of the tool, most of my time was spent helping them understand how to interpret and explain the results to their clients. And it’s this piece – just writ a little larger – that I’m excited to have the opportunity to do here at Retirement Researcher. All of the information that you need to invest well is out there (somewhere), but I want to help give you the context and understanding to use that information to reach the retirement that you deserve.

How Asset Location Helps Your Investments Flourish

How Asset Location Helps Your Investments Flourish

By Bob French, CFA

How you invest is the largest determining factor in the level of returns you will see. But what about the “where” of investing?

Why the Dow Doesn’t Work

By Bob French, CFA

With Apple’s addition to the Dow (or more properly, the Dow Jones Industrial Average), now is a great opportunity to look at how to think about the Dow, and indices more broadly. Indices are great tools for understanding what is going on…