Why Stocks Are for the LONG Term
My company just sent out the performance numbers for all of the top indexes we follow; they do this each month to keep all of us in the know about how the market is performing. I was really surprised...
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Should You Manage Your 401(k) Yourself?
This question comes to us from a guy I have known my entire life: I read your article the other day Should Portfolio Rebalancing Be Considered Market Timing? and it got me thinking about my 401k...
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How to Write Your Very Own Investment Policy Statement – Getting Started
In his book, Optimal Investing (Affiliate Link), Scott Frush writes this about the importance of having an Investment Policy Statement: Much like a blueprint for building a house, an Investment Policy...
View ArticleTo Buy or Not To Buy…What’s Your Advice for This AFM Reader?
I received the following email the other day from an AFM reader (summarized from several emails): JLP, Greetings! Yours is an awesome website, and it has proved to be very helpful ministry to me as of...
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If You Could Have a Do-Over, Which Path Would You Choose?
Considering the brutal market we have been through the last decade, which of the following two paths would you choose if you could go back to January 1990 and start over? A) $5,000 lump sum in...
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A Review of Larry Swedroe’s “The Only Guide You’ll Ever Need for the Right...
I received a copy of Larry’s latest book, The Only Guide You’ll Ever Need for the Right Financial Plan*, a week or so ago. This book is a part of his “The Only Guide” series (see bottom of post for...
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Stocks and Bonds Over the Last 19 Years
I have been looking for monthly total return history for bonds but haven’t had a lot of luck (unless I want to fork over some serious money). I asked Craig Israelsen and he was able to provide me with...
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Dollar Cost Averaging Over the Last 19 Years (The Importance of Rebalancing)
This is a continuation of yesterday’s post. I ran the numbers under the following two scenarios: • $500 per month with no rebalancing. • $500 per month with annual rebalancing. Here are what the...
View ArticleBurton Malkeil on Bonds
Interesting piece in yesterday’s WSJ by Burton Malkiel (of Random Walk Down Wall Street fame). The point of his piece is that bond yields will most likely fall below inflation for years to come due to...
View ArticleBarron’s Top 50 Annuities
Given a dizzying number of features and restrictions, contracts for some annuities — variable and otherwise — can run 300 pages or more. And because each comes with its own small twists, these products...
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