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Insights

In addition to studying the charts and coming to your own conclusions, it often helps to read an outside opinion to point you in the right direction. Here you can find my latest insights on portfolio theory, browse old articles for new ideas, and potentially discover a new investing perspective to help you make wise choices along the way. While I don’t claim to have all the answers, I’m happy to share what I’ve learned.

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Why Dave Ramsey Is Dangerously Wrong About Withdrawal Rates

Why Dave Ramsey Is Dangerously Wrong About Withdrawal Rates

Bonus Points


For ongoing thoughts beyond the long-form Insights, members receive additional content such as helpful links and extra charts in a dedicated Bonus Points feed.

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November 10, 2023
Why Dave Ramsey Is Dangerously Wrong About Withdrawal Rates

Why Dave Ramsey Is Dangerously Wrong About Withdrawal Rates

October 30, 2023
Portfolio Charts Just Got More Organized

Portfolio Charts Just Got More Organized

October 12, 2023
Bonus Points: Contemplating the Cliff

Bonus Points: Contemplating the Cliff

October 3, 2023
Asset Allocation for Gamers

Asset Allocation for Gamers

August 24, 2023
Investing Supplies for the Financial Journey

Investing Supplies for the Financial Journey

August 22, 2023
Expertise Does Not Shield You From Failure

Expertise Does Not Shield You From Failure

July 26, 2023
The Portfolio Toolkit Is Ready for Any Data Challenge

The Portfolio Toolkit Is Ready for Any Data Challenge

July 10, 2023
Remembering Harry Markowitz

Remembering Harry Markowitz

June 12, 2023
How Investing Personality Types Frame Your Money Perspective

How Investing Personality Types Frame Your Money Perspective

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