The Asset Allocation Fallacy The idea that as you get closer to age 65 you should start shifting into mostly bonds not only makes no sense it is dangerous. First of all, bonds are not necessarily safe, they appear that way because we have been in a declining interest rate environment. If interest rates increase […]
Muni Tax Break Under Siege We have never been a big fan of retirees putting all their money into municipal bonds and living off the interest but the fact remains that this is how many retirees fund their lifestyle in retirement. If this law was to pass it would mean a fundamental shift in how […]
I was recently interviewed for a podcast for Eventual Millionaire click here to listen to the podcast.
Quoted in an article on CNBC.com The elephant in the room will be what the Fed does when QE2 expires.
Was quote in a Wall Street Journal article this morning on this Click Here to read the article. Not really suprising that advisers are out of touch with their clients.
Bond Funds Gone Wild
Pittsburgh Post Gazette: Staying on Top of ETFs Wall Street Journal: Will Your Portfolio Survive the Next Suprise This is definitely an issue on investor’s minds after the Egypt and Libyan situations caused big drops but at the end of the day if you follow a tactical strategy suprises don’t matter too much.