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In addition to studying the charts and coming to your own conclusions, it often helps to hear what other people are thinking and to read about specific concepts in detail. Here you can find my latest thoughts on portfolio theory, browse old articles for new ideas, and discuss investing topics with other investors. While I don’t claim to have all the answers, I’m happy to share what I’ve learned.

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Insights


Investing Supplies for the Financial Journey

Investing Supplies for the Financial Journey

August 12, 2022
How to Replace Income in Retirement

How to Replace Income in Retirement

July 20, 2021
What Vanguard Gets Right (and Wrong) About the 4% Rule

What Vanguard Gets Right (and Wrong) About the 4% Rule

March 25, 2019
Smart Retirement Planning Is About More Than Just Avoiding Failure

Smart Retirement Planning Is About More Than Just Avoiding Failure

June 9, 2017
Your Home Country Is Inseparable From Your Withdrawal Rate

Your Home Country Is Inseparable From Your Withdrawal Rate

March 21, 2017
How To Predict Withdrawal Rates Without A Crystal Ball

How To Predict Withdrawal Rates Without A Crystal Ball

December 9, 2016
Perpetual Withdrawal Rates Are The Runway To A Long Retirement

Perpetual Withdrawal Rates Are The Runway To A Long Retirement

October 6, 2016
An Illustrated Guide To Retirement Spending Strategies

An Illustrated Guide To Retirement Spending Strategies

November 17, 2015
How Safe Withdrawal Rates Work

How Safe Withdrawal Rates Work

September 8, 2015
Why your SWR is probably wrong

Why Your Safe Withdrawal Rate is Probably Wrong

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Featured


Three Secret Ingredients of the Most Efficient Portfolios

Three Secret Ingredients of the Most Efficient Portfolios

How to Survive and Make Money in the Matrix

How to Survive and Make Money in the Matrix

Metal, Money, and the Measurable Value of Gold

Metal, Money, and the Measurable Value of Gold

Asset Allocation in the Most Painful Month

Asset Allocation in the Most Painful Month

The Top 4 Portfolios to Recession-Proof Your Investments

The Top 4 Portfolios to Recession-Proof Your Investments

High Profits at Low Rates: The Benefits of Bond Convexity

High Profits at Low Rates: The Benefits of Bond Convexity

A Meeting, a Book, a Portfolio, and a Better Life

A Meeting, a Book, a Portfolio, and a Better Life

Your Home Country Is Inseparable From Your Withdrawal Rate

Your Home Country Is Inseparable From Your Withdrawal Rate

Thinking Beyond Stocks Can Fortify Your Accumulation Plan

Thinking Beyond Stocks Can Fortify Your Accumulation Plan

Discussion


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