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Should You Own Bonds in a Rising Rate Environment?

Most people don’t think too much about their bonds. They really are the boring foundation for your portfolio. However, occasionally they spring to the surface, and this is one of those times. Lately, a number of people have been wondering why they should be investing in bonds, since we’re obviously in a period of rising […]

How Are You Different From The Average Investor?

Deciding on your asset allocation is one of the most important investing decisions that you will make. The asset classes that you decide to include in your portfolio will determine what you can get out of your portfolio, and your investment experience. As you would expect, there are a lot of people who want to give you a lot of advice about what the “right” allocation is. But almost none of it is good advice. Most people are focused on tactics, or what they think will work in the moment – not what will work in the long run.

What are Market Valuations? (Part 2)

Taking distributions from an investment portfolio amplifies the impacts of portfolio volatility, making retirement income planning particularly tricky as distributions tend to be the primary income source for retirees. We can use Monte Carlo simulations to show the increase of money-weighted investment returns in retirement, which has important implications about the choice for a fixed portfolio return assumption.

What are Market Valuations? (Part 1)

Taking distributions from an investment portfolio amplifies the impacts of portfolio volatility, making retirement income planning particularly tricky as distributions tend to be the primary income source for retirees. We can use Monte Carlo simulations to show the increase of money-weighted investment returns in retirement, which has important implications about the choice for a fixed portfolio return assumption.

Does Dollar Cost Averaging Make Sense?

The appeal of market timing is obvious. Who wouldn’t want to get in and out of the market at the best time every time? We’ve talked a lot about market timing in the past – timing risk premiums, trying to time the markets on a daily basis, and the importance of staying disciplined even when it seems obvious the markets are going to go down.

The Problems with Indexing

The Problem with Indexing

Index funds dominate the passive management landscape (though they are not the entirety). But just because there’s no way to guess which active managers will do well in the future doesn’t mean index funds don’t have problems themselves.

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Travel in Retirement:

New Options and Opportunities

Hosted By

Dan Veto, CSA

Tuesday, July 23rd

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