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
Tag Archives: Economics
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
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
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