Blog Tag: Investments

What We’re Reading Aug 2019

Understanding Social Security Acronyms – https://blog.ssa.gov/social-security-terms-in-plain-language/?utm_medium=email&utm_source=govdelivery A nice simple blog from the Social Security Administration on frequently used Social Security acronyms. The Social Security website is a great resource to learn more about your benefits. What valuations tell us about factor investing – https://www.msci.com/www/blog-posts/what-valuations-tell-us-and-don/0449669323 A nice piece that is a little technical but illustrates how we look […]

Written by on August 29, 2019

Where Has All The Yield Gone?

The picture above at first glance may be difficult to initially discern what exactly is going on and if were blogging about abstract art. It is not the latter but is a fascinating chart on historic global bond yields, and something that is very relevant to today’s retirees. What that picture is showing, is global […]

Written by on July 26, 2019

What We’re Reading May 2019

1. How all 50 States Tax Retirees (Kiplinger) A nice piece from Kiplinger on how each state taxes retirement income. Certainly something worth considering if you are moving to another state to retire. 2. Low Volatility and Minimum Volatility are not the same (S&P Dow Jones) From S&P Dow Jones “Indexology” blog is a brief but technical […]

Written by on May 30, 2019

What We’re Reading April 2019

People sometimes ask what we are reading or what they should read themselves. Our plan is to give a random sample of research or relevant writing at least once a month.  There are no priorities or level of importance indicated by having the articles on this list.  It is more about some items we have found […]

Written by on April 2, 2019

What Matters in Retirement

When investors get to retirement age, there are certain things that are going to be quite different. The first, and best, thing is obviously not having to go to work every day. When it comes to your finances, how you choose to invest and what you should be focusing on might be a little different […]

Written by on February 20, 2019

What We’re Reading Feb 2019

People sometimes ask what we are reading or what they should read themselves. Our plan is to give a random sample of research or relevant writing at least once a month.  There are no priorities or level of importance indicated by having the articles on this list.  It is more about some items we have found […]

Written by on February 8, 2019

What We’re Reading Jan 2019

People sometimes ask what we are reading or what they should read themselves. Our plan is to give a random sample of research or relevant writing at least once a month.  There are no priorities or level of importance indicated by having the articles on this list.  It is more about some items we have found […]

Written by on January 14, 2019

Is Diversification Dead?

2018 has been a year that hasn’t been friendly to investors. Amongst some of the strongest economic data we have seen domestically in over a decade, global markets are moving in a different direction. Moreover, a supposedly “diversified” portfolio consisting of different asset classes has also lost money this year. Let me put that in […]

Written by on December 5, 2018

What We’re Reading Nov 2018

People sometimes ask what we are reading or what they should read themselves. Our plan is to give a random sample of research or relevant writing at least once a month.  There are no priorities or level of importance indicated by having the articles on this list.  It is more about some items we have found […]

Written by on November 12, 2018

The Myth of Risk Tolerance

The financial industry has leaned on a term called “risk tolerance” for as long as I have been in the profession and likely been around well before me. Risk tolerance is supposed to be an investors “appetite” for risk, and on an emotional scale, how much of the risk/reward equation one can handle. The problem, […]

Written by on October 19, 2018