A Shock To Your Retirement
Managing your income stream in retirement, including Social Security, any pensions, and especially your RMD, is essential for both the sustainability of your portfolio as well as its returns.
How Do You Rate?
Even though a Coffeehouse Investor portfolio allows you to ignore the markets and get on with your life, it doesn’t mean you should ignore your portfolio.
What's Your Tax Plan?
Taxes will be the biggest drain on your portfolio. Be ruthless about minimizing your tax liability and optimizing your income.
Change a Life
This holiday season, instead of the usual material gifts, why not potentially change a life by providing them with the invaluable knowledge of a simple investment philosophy.
Right or Wrong
Whenever there is a steep market decline, the financial press either criticizes the entire 401(k) plan structure or the 60/40 stock-bond allocation. Is the 60/40 portfolio right for you?
Eighth Wonder of the World
Compounding doesn’t just happen in the stock market; the success of our health and wealth is built around our adherence to compounding as well.