Why Actively Managed Bond Funds Outperform Index Funds More Often Than Stocks
Multiple research results now point to what seems like a consistent pattern: active bond funds tend to outperform their passive peers more often than stock funds do.
Income Growth, Historical 401(k) Contribution Limit Data
In this issue:
- Latest in Retirement Savings & Personal Finance: Interest Rates Rise Again, Rising Home Insurance Cost, …
- Historical Income Growth, 401(k) Contribution Limit Growth
- Tools & Tips: 401(k) Maximum Match Calculator — Marvell Semiconductor
- Market Overview
How Much Should I Save for Retirement By Age? A Realistic Reference
In this issue:
- Latest in Retirement Savings & Personal Finance: Medicare Rude Surprise, Scoop to Be a Millionaire
- How Much Should I Save for Retirement By Age? A Realistic Reference
- Tools & Tips: Retirement Savings by Age Calculator
- Market Overview
Warren Buffett’s Phenomenal Run: The Oracle May Retire, But His Legacy Endures
In this issue:
- Latest in Retirement Savings & Personal Finance: Social Security Early Claims Surge, Student Loan Collection Resumed, …
- Warren Buffett’s Phenomenal Run: The Oracle May Retire, But His Legacy Endures
- Tools & Tips: Rolling Return Calculator
- Market Overview
May 2025 MyPlanIQ Portfolio Update
In this issue:
- Major Asset Trends Review: International Stocks Shined and TIPS Disappointed
- Fund Analysis: All Weather Fund ALLW and CLO ETF JBBB Follow up
- Economic & Market Indicators
- Model Portfolios
- Funds to Watch
- Market Overview
What Are Lazy Portfolios?
Investing can be intimidating. It’s a complex and time-consuming endeavor. This is especially true for beginners. , Lazy portfolios offer an appealing solution for this group of people. A lazy portfolio is a straightforward investment strategy designed to require minimal effort and oversight while aiming to deliver solid long-term returns.
April 2025 MyPlanIQ Portfolio Update
In this issue:
- 1970s Redux: Why the Smithsonian Era Feels Strangely Familiar in 2025
- Fund Analysis: All Weather ETF ALLW
- Economic & Market Indicators
- Model Portfolios
- Funds to Watch
- Market Overview
Maximize Your Cash Returns
In this issue:
- Latest in Retirement Savings & Personal Finance: Inflation Pressure and 401(k) as Rainy-Day Fund
- Maximize Your Cash Returns
- Good Funds: Capital Group ETFs
- Market Overview
March 2025 MyPlanIQ Portfolio Update
In this issue:
- Growth vs. Value: Late Stage and Early Stage of a Bull Market
- Fund Analysis: CLO Bond Funds
- Economic & Market Indicators
- Model Portfolios
- Funds to Watch
- Market Overview
Roth IRA for Kids? SEP IRA for Rental Income?
In this issue:
- News & Tips You Can Use: 5 Tax Tips For Tax Filing Season
- 6 Ways to Cope in Your Retirement Savings & Spending Under the Current DOGE, Tariff Regime
- Backdoor Roth IRA Pro-Rata Conversion Calculator
- Market Overview
6 Ways to Cope in Your Retirement Savings & Spending Under the Current DOGE, Tariff Regime
In this issue:
- Latest in Retirement Savings & Personal Finance: Tax Season, Regulations Relaxed, Low Housing Affordability
- 6 Ways to Cope in Your Retirement Savings & Spending Under the Current DOGE, Tariff Regime
- 401k Early Withdrawal Cost Calculator
- Market Overview
Outsaving Regular Workers: How Gig Workers & Entrepreneurs Can Save 3x More for Retirement—Up to $70K Tax-Deferred!
In this issue:
- Latest in Retirement Savings & Personal Finance
- Outsaving Regular Workers: How Gig Workers & Entrepreneurs Can Save 3x More for Retirement—Up to $70K Tax-Deferred!
- Solo 401(k) Maximum Contribution Calculator
- Market Overview
The Hidden Benefit of Emergency Savings Accounts: It’s a ‘Regular’ Savings Account with Free Employer Match
In this issue:
- Latest in Retirement Savings & Personal Finance
- One Percent Difference: Fees and Growth
- Asset Allocation Calculator
- Market Overview
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
Maximizing Your Savings & Investments: The Power of 1% Over Time
In this issue:
- Latest in Retirement Savings & Personal Finance
- One Percent Difference: Fees and Growth
- Fee Calculator
- Market Overview
Dividend Income Investments: Benefits and Pitfalls
In this issue:
- Latest in Retirement Savings & Personal Finance
- Dividend Income Investments: Benefits and Pitfalls
- Dividend Income Calculator for Stocks, ETFs, and Mutual Funds
- Market Overview
Rule of Thumb: The 50/30/20 Budget Rule
In this issue:
- Latest in Retirement Savings & Personal Finance
- Rule of Thumb: The 50/30/20 Budget Rule
- Simple Budget Calculator
- Market Overview
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
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
Retirement Savings Tracker and Future ‘Pension’ Estimator
In this issue:
- Gen X’s Retirement Savings Shortfall
- Introducing Retirement Savings Tracker & Future ‘Pension’ Estimator
- Retirement Savings Tracker
- Most Popular Bond Funds in 401(k) Plans
- Market Overview