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...
Annuities Are Challenged
The realities of annuities are being revealed to both buyers and sellers as interest rates in the United States creep along near 0%. Sellers...
Best Buy Annuities
You don’t want to forget your sunglasses. I made that mistake before going in to a Best Buy recently. Blinded by the bright lights,...
The $100,000 Range Rover Boom!
You can go to a local U.S. Range Rover dealership this weekend and buy a nicely equipped Range Rover HSE for $85,000 or a...
Retirement Stocks
You want to be paid well for investing in this market. Young Research’s 32-stock Retirement Compounders portfolio average dividend yield pays 5%. Compound that...