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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.

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Investing Insights


Portfolio Charts investing insights library
February 16, 2026
Sail to a Good Life With the Richer Retirement Portfolio

Sail to a Good Life With the Richer Retirement Portfolio

April 1, 2024
What Global Withdrawal Rates Teach Us About Ideal Retirement Portfolios

What Global Withdrawal Rates Teach Us About Ideal Retirement Portfolios

March 15, 2024
How to Harness the Flowing Nature of Withdrawal Rate Math

How to Harness the Flowing Nature of Withdrawal Rate Math

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

Why Dave Ramsey Is Dangerously Wrong About Withdrawal Rates

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

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