Archives | Retirement Investments -- MyPlanIQ

January 28, 2019: Fixed Income Review

We review and discuss bond investments.

We review tactical portfolios and discussed their behavior.

We review asset and strategic portfolio returns in 2018 and discuss stock valuation and outlook for the new year.

Diversified Asset Allocation Portfolios For Your Plans

*:5 Yr Annualized Return of TAA Moderate Portfolio

Re: The Worst Years Ever in the Stock Market by Ben Carlson May 22, 2022
Rowan Oak wrote: ↑Sun May 22, 2022 4:05 pm Interesting look at bad years and being a long term investor. If the year were to end today, 2022 would rank as the 7th worst calendar year return for the U.S. stock market since just before the Great Depression. The Worst Years Ever in the Stock […]
Godot
Re: "experienced" investors: is this time different? May 22, 2022
atlguy wrote: ↑Sun May 22, 2022 1:51 pm I think when the Fed flat out tells you interest rates are going up even at the expense of JOBS that is "different" than the last 20-30 years. This means a bear market in Bonds is a near certainty (can't say how long or how deep but […]
MichRoots
Re: Refinements to Hedgefundie's excellent approach May 22, 2022
Hydromod wrote: ↑Sat May 21, 2022 10:18 pm I hope this is interesting for folks. Fascinating thanks for the update!
bigblue1ca
Re: VTI vs BRK [Berkshire Hathaway] May 22, 2022
I merged smooth_rough's thread into a similar discussion. (Thanks to the member who reported the post and provided a link to this thread.)
LadyGeek
Re: Sanity check about retirement and house May 22, 2022
OP - I'd just stay where you are for now unless you have a desire to relocate to a LCOL region. Keep paying the mortgage, ramp up your retirement savings as much as you can (until it hurts), and keep working. If laid off, find another position and continue saving and paying down the mortgage. […]
BernardShakey