February 2025 MyPlanIQ Portfolio Update

February 2025 MyPlanIQ Portfolio Update

In this issue:

  • QARP: Quality at a Reasonable Price — Graham’s Framework for Defensive Investors
  • Fund Analysis: QARP-style ETFs
  • Economic & Market Indicators
  • Model Portfolios
  • Funds to Watch
  • Market Overview
Option-Based Income Funds: Pros and Cons

Option-Based Income Funds: Pros and Cons

Option-based income funds can be a valuable tool for income-focused investors, particularly in low-yield environments. However, their higher expenses, potential underperformance, and tax implications necessitate a cautious approach.

9 Lessons From Retirees’ Biggest Retirement Regrets

9 Lessons From Retirees’ Biggest Retirement Regrets

In this issue:

  • 9 Lessons From Retirees’ Biggest Retirement Regrets
  • Returns of MyPlanIQ Core Model Portfolios
  • Portfolio Simulator (Calculator)
  • Lazy Portfolios: Simple Templates for 401(k) and IRA Investments
  • Market Overview
January 2025 MyPlanIQ Portfolio Update

January 2025 MyPlanIQ Portfolio Update

In this issue:

  • 2024 Review
  • Fund Analysis: Be Cautious with Options-Based Income Funds
  • Economic & Market Indicators
  • Model Portfolios
  • Funds to Watch
  • Expect a Bumpy Ride: Outlook for Stocks and Bonds in 2025
Smart Rules of Thumb to Manage Your Personal Debts

Smart Rules of Thumb to Manage Your Personal Debts

In this issue:

  • Student Loan Payoff and 401(k) Match
  • Smart Rules of Thumb to Manage Your Personal Debts
  • Savings Goal Calculator: Payoff Debt and Save More
  • Most Popular Bond Funds in 401(k) Plans
  • Market Overview
December 2024 MyPlanIQ Portfolio Update

December 2024 MyPlanIQ Portfolio Update

In this issue:

  • Tactical Asset Allocation Portfolios In-Depth Update
  • Fund analysis: U.S. stock momentum factor ETFs
  • Economic & Market Indicators
  • Model Portfolios
  • Funds to Watch
The Four Essential Steps for 401(k) Investments

The Four Essential Steps for 401(k) Investments

In this issue:

  • Leaving your company: things to consider for your company 401(k) account
  • The Four Essential Steps for 401(k) Investments
  • How to Determine the Amount to Contribute to Maximize Your Company Match
  • Thrift Savings Plan: The Largest Public Sector Workers’ Retirement Savings Plan
  • Market overview: Enjoy the season but don’t be complacent