Direct indexing is a type of investment strategy that involves buying and selling individual stocks, rather than investing in mutual funds or exchange-traded funds (ETFs). Direct indexing can offer a number of advantages over traditional investing, including: Greater...
I Wrote This Article...5.5 Years Ago. The conclusions? Unchanged. This Article Shows The Shortcomings of Journalism This article appeared in the New York Times on February 10, 2017, it is titled "The 21 Questions You’re Going to Need to Ask About Investment Fees....
My early morning comments on this article are here, click on the image to listen to my dulcet tones, describing this article.Now, there is no coordination among global central banks and governments.If you are a HUGE investor, running trillions, then your...
The Silver Lining? Maybe This Is ItThe silver lining is that the actual professional market knows everything I have written here, and so that ‘might’ mean that they already know, and that current prices already include this uncertainty in current prices. Maybe.Retail...
Year-End Financial Planning Is Important This is not a negative. If you think a bit, then you'll be able to find ways to save money, or reduce taxes, etc. The issue is that many don't know these possibilities exist, or where to turn. Feel free to contact us for...
Oh, lookee hereMy presentation at the Investments & Wealth Institute in Nashville.Paid subscribers can see what I am going to say next week. Click on the image.
Blackrock’s 2040 Targeted Retirement Fund +1.64%, consistent with the idea that this particular fund is approximately 60/40, and very consistent with what has been written here in the past.
A Short Video On Financial Planning
TERM LIFE INSURANCE: Not My Rules, Just Playin’ By ThemAlways have to recognize that some ships aren’t going to be turned around, and that trends can’t be reversed by me alone. If that is the case, and that everyday people seriously do not want to send an email or go...
Outline of Yet-Untitled Retirement BookPerhaps it’s COVID, perhaps it was inevitable. I’ll write another book about putting the jigsaw puzzle of retirement together. The challenge for you is that you are not quite certain what is underneath any stone. It can be both a...
Your Discomfort Is … Misplaced UnderstandableThis is from the Investments & Wealth Institute’s website. It is for high-end advisors, whatever that means. I will be a guest speaker in Nashville in May (thank you to them for asking me). For them, this is a set of...