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We explain our premium portfolios and discuss their holdings. We further discuss several funds that are related to our portfolios. Current economic and financial conditions are also discussed.
Retiring at the peak of a bull market or right after a bear market can significantly impact your retirement finances.
Save & invest consistently, dollar-cost average your way to be a 401k millionaire.
Introducing Save More, Invest Wise Newsletter that focuses on retirement savings, retirement investments, etirement planning, personal finance topics such as debts and spending, and tools.
In this newsletter, we unveil the ‘best’ long-term stock mutual fund! We discuss its investment methodology and use our own unique tools to measure it against other excellent long-term stock funds.
We examine the 401(k) retirement plans from several savvy investment and financial service companies. In particular, we look at their investment options offered in the plans and discuss some of the funds briefly.
We review the latest economy and financial market trends. We also discuss their impact on investments.
In this newsletter, we unveil the ‘best’ long-term stock mutual fund! We discuss its investment methodology and use our own unique tools to measure it against other excellent long-term stock funds.
In this newsletter, we revisit a well-known stock anomaly: seasonality. We further demonstrate that this seasonality extends to other stock funds and balanced funds as well.
In this newsletter, we highlight stocks from a particularly excellent yet somewhat surprising industry—insurance brokers—that have consistently delivered higher returns compared to stock indexes such as the S&P 500.