Some People Are Saying Bonds Don’t Provide Diversification Benefits, and They Couldn’t Be More Wrong
Diversification is a good thing. It’s the only free lunch in finance.
Which Makes More Sense for Retirees: A Total-Return or Income Portfolio?
Total-return investing focuses on building diversified portfolios from stocks and bonds to seek greater long-term investment growth.
How Index Investing Became What It Is Today
Index investing came from humble beginnings to become one of the most widely used strategies in use today.
How Can I Manage Sequence Risk in Retirement?
Sequence of returns risk is a major concern for even the most well-prepared retirees, but there are steps you can take to manage it.
Indexes 101, Part 2: Why So Many Indexes?
Everyone has heard of the S&P 500 and Dow Jones, but what’s the difference between the two? And which one should you trust?
Indexes 101, Part 1: What Is Index Investing?
Everyone has heard of investing in an index, but not many people understand what that really means, so we decided to break it down for you.
Building A Retirement Income TIPS Ladder
A TIPS ladder can be constructed similarly to a Treasury strips ladder, learn how it’s done here.
What Would A 30-Year Bond Ladder Cost A Retiree Today?
Building bond ladders for retirement income is an important but understudied topic.
How the Fed Impacts Your Investments
The financial media loves talking about changes in the target for the Federal Funds Rate. What the financial media want to talk about and what actually matters don’t overlap much. Let’s take a look at how changes in the Federal Funds Rate actually impact your investments.
How To Buy Individual Bonds
Bonds can be purchased on both primary (when bonds are first issued) and secondary (subsequent trading) markets. There are wholesale markets for large institutions (with trades of at least $1 million) and retail markets for individual households.
