Trend Following: The Missing Diversifier to Your Stock and Bond Portfolio?
2022 has been a tough year for investors. Through the end of May, the S&P 500 and the Bloomberg U.S. Aggregate Bond indices have declined at -12.8% and -8.9%, respectively. Both stocks and bonds, which is what most investors predominantly … Continue reading
Ep 101: Interview with Retirement Researcher Dr. David Blanchett (Part 1)
Listen to Kevin and David do a deep dive into key assumptions made in your retirement planning – investment returns, spending assumptions, longevity, and inflation. Continue reading
Ep 100: Not-So-Smart Things Even Smart Investors Do
Market downturns elicit emotion. Emotional investors are more apt to make poor investment decisions. Time and again this is proven. Lather. Rinse. Repeat. Or get educated and break the cycle… Continue reading
Financial Planning Tools For Those Living With Disabilities
When you have disabilities, finances can be a concern, especially if you require ongoing care and treatment, or if you have a condition with the potential to worsen or require additional degrees of assistance in the future. Putting together a … Continue reading
Inflation & Your Portfolio Part 2
While you have enjoyed tame inflation, increasing economic growth, and higher stock prices beefing up your investments over the last 10+ years, you should never solely rely on any economic regime to dominate your portfolio or forsake diversification. Instead, the foundation of good long-term investing must be built on evidence and diversification that incorporates many different market environment environments. So how is this done? Continue reading
Ep 99: Whoa! Stocks and bonds both going down? What’s going on?
Hear Kevin explain what has been happening in markets with key points related to understanding diversification, risk, and four key economic regimes for investors to balance against. Learn why even a “balanced investor” has 90% of risk coming from one asset class, and why bad behavior is causing severe pain for many return-chasing investors as they go down with the ARKK. Continue reading
Ep 98: Interview with Retirement Researcher Dr. Michael Finke – Part 2
Listen to Kevin and Michael chat about a wide range of key retirement issues, the research behind them, as well as current topics: Life expectancy differences for average vs. wealthy people, what makes a retiree happy, why Social Security is such a good deal, how inflation impacts retirees differently than workers, why the current market environment contains much bad news for retirees, and much more. Continue reading
Ep 97: Interview with Retirement Researcher Dr. Michael Finke – Part 1
Listen to Kevin and Michael chat about a wide range of key retirement issues, the research behind them, as well as current topics: Life expectancy differences for average vs. wealthy people, what makes a retiree happy, why Social Security is such a good deal, how inflation impacts retirees differently than workers, why the current market environment contains much bad news for retirees, and much more. Continue reading
Inflation & Your Portfolio Part 1
Understandably, the reemergence of inflation is upsetting to many Americans. Huge price increases in red meat, cars, and gasoline and far more modest price increases among many other consumer goods and services reflect the distinctive nature of the recent rise … Continue reading
Ep 96: Rules Gone Awry – Retirement Healthcare Is Exorbitant
In this episode, Kevin turns the tables on a handful of common misconceptions about health care costs in retirement. Find out the truth about what health coverage and long-term care actually might cost and how you can factor them into your overall retirement plan. Continue reading
