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Income Growth, Historical 401(k) Contribution Limit Data

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
May 2025 MyPlanIQ Portfolio Update

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?

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

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

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

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?

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
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
Dividend Income Investments: Benefits and Pitfalls

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
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