Your Winning Formula for Dividend Investment Success
When we started Young Research’s Retirement Compounders (RCs) in 2003, the goal was to look for a compelling competitive advantage to make the RCs...
How to Get Rich
I suspect that not many investors would own variable annuities if they knew more about them. But learning the ins and outs of variable...
#1a and #1b Investment Firms
Who wants to partner with Wall Street banks? You have JP Morgan tangled up with a recent trading loss of $2 billion and counting....
Be Fully Loaded for Retirement
If you’re thinking about retirement, make sure you’ve got a plan to get out of debt. The best case scenario would be to retire...
Retirement No Time for Whipsaw Portfolio Volatility
A basic understanding of the arithmetic of portfolio losses can help you become a more comfortable confident investor. Our chart of the arithmetic of...
A Treasured State
You want to stretch your dollars like silly putty when you’re retired. It’s the name of the game. And you want to be able...
A Forgotten Truth about Money
In a scene from the movie Moneyball, Scott Hatteberg is asked to play first base for the Oakland A’s and responds, “I’ve only ever...
Outliving Your Money
In this 0%-interest-rate environment, public pensions like Rhode Island’s are using an assumed rate of return of 7.5%. If and when that estimate goes...
Future Dividends, Coupons, and Principal
Your purchasing power is your lifeblood in retirement. On my office credenza is The Theory of Investment Value by John Burr Williams, first published...
Owning the Best Performers
In its quarterly funds report printed on January 9, The Wall Street Journal lists the 45 largest stock and balanced funds by assets. The...