April 29, 2019: Asset Trend Review
We review major asset trends and point out that the recent stock strength is not yet uniform enough.
April 22, 2019: The Current State Of Fixed Income
We look at the current fixed income/bond markets and observe that they are now somewhat stabilized but still are adjusting to economic reality.
April 15, 2019: The Importance Of Fixed Income Returns For Retirement Spending
We argue that it’s important to pay attention to fixed income investments as higher returns from fixed income are critical to a retirement account.
April 8, 2019: Newsletter Collection Update
Updated newsletter collection to include the latest articles.
April 1, 2019: S&P 500 As A Business
As a ‘business’, S&P 500 has behaved very well in a very long term period and it has a real long term advantage.
Diversified Asset Allocation Portfolios For Your Plans
Featured Brokerage Plans
| Vanguard ETF: | 10%* |  |
| Diversified Core: | 11%* | |
| Six Core Asset ETFs: | 10%* | |
*:5 Yr Annualized Return of TAA Moderate Portfolio
Bogleheads Latest Posts
- Re: Can I Successfully Retire ? October 5, 2022You likely are good to go, however. Do consider your retirement expenses. Likely your medicare/insurance costs will go up although you may be a candidate for a low cost advantage account. You will owe a couple thousand a year in federal income taxes. Don't know about NY taxes. Withdrawals from your IRA to supplement expenditures […]Carl53
- Re: Ways to lower electricity costs? October 5, 2022enad wrote: ↑Wed Oct 05, 2022 11:48 am We have electric stove-top and oven but will replace them with natural gas units when we remodel the kitchen Can I suggest you don't do that? The savings shouldn't be huge. Unless you do a whole heck of a lot of cooking. "Waste" heat energy from your […]Valuethinker
- Re: Trust or Don’t trust the keys to the kingdom into a password manager October 5, 2022basicbrewing wrote: ↑Wed Oct 05, 2022 1:34 pm mongstradamus wrote: ↑Tue Oct 04, 2022 1:42 pm Wasn’t lastpass bought semi recently by logmein guess it wasn’t that recent was seven years ago. If you don’t trust any of these cloud companies than going with keeppass or something similar that can be used locally may be […]mongstradamus
- Re: Vanguard website succumbs to "Fisher-Price" UI design October 5, 2022HanSolo wrote: ↑Fri Jan 28, 2022 12:50 am I guess it had to happen sooner or later. I just logged in to my Vanguard account, only to find that the usual "Balances and Holdings" page is no longer there. It has been replaced with a "Holdings" page that is a redesign according to Fisher-Price UI […]Think
- Re: How to get out of Merrill Lynch brokerage advisory account? October 5, 2022mkc wrote: ↑Wed Oct 05, 2022 4:43 pm financial.freedom wrote: ↑Wed Oct 05, 2022 3:14 pm dbr wrote: ↑Wed Oct 05, 2022 1:48 pm According to this statement: Reduction of the Maximum Merrill Lynch Fee Rate. The Merrill Lynch Fee Rate that applies to your Account when you are working with an Advisor is the […]dbr