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How to Become a 401(k) Millionaire?
Save & invest consistently, dollar-cost average your way to be a 401k millionaire.
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Introducing the Save More, Grow Wise Newsletter
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.
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Maximizing Your Retirement Income: The 4% Withdrawal Rule & Retirement Withdrawal Calculator
We review the latest data for safe retirement withdrawal strategies such as the 4% rule. We also introduce the new retirement withdrawal calculator
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How To Fully Utilize Self-Directed IRAs For Retirement Investments
We claim that IRAs in a brokerage now offers better and cheaper investment choices than a typical 401(k) plan.
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Retirement Savings: How Much Should You Save For A Comfortable Retirement Life?
High yield bonds, managed correctly, can be a valuable addition to boost fixed income returns.
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What to Do with Your 401(k) When You Leave Your Current Employer?
You have four choices to make when you quit from your current employer, regarding your 401(k) account.
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January 18, 2022: Steady And Consistency Win In The Long Term
Sticking to a good investing strategy for a long period of time (20 years or longer) is the only way to reap benefits from the strategy
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January 3, 2022: The Year In Rear View: Portfolio And Asset Class Review
We review our main portfolios in 2021..
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December 13, 2021: Present And Future
We review asset trends and discuss future returns.
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November 22, 2021: The ‘Best’ Balanced Fund Revisited
The T.Rowe Price Capital Allocation fund is again performing. However, we show that there are several ways to construct a portfolio to outperform it, both in terms of returns and risk .
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November 15, 2021: Q&A On MyPlanIQ Strategies And Portfolios
This newsletter clarifies several FAQs on our model portfolios and strategies. .
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November 8, 2021: Major Asset Returns In The Past Twenty Years
We look at major asset returns for the past 20 plus years and discussed their potential risk and returns.
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November 1, 2021: Latest Momentum Factor ETFs Review
We review latest stock factor ETFs and point out they are very similar in terms of their indexing methodoloty.
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October 25, 2021: A Long Term Theme Or Trend Doesn’t Necessarily Yield Good Returns
We discuss recent hot topic: theme based investing and conclude that a mega trend doesn’t equate a good long term return.
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October 18, 2021: Dimensional Fund Advisors DFA ETFs
We look at Dimensional Fund Advisors recently convereted ETFs and compare them with Vanguard.
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October 11, 2021: MyPlanIQ Ultra Short Term Bond Portfolio vs. Other Funds
We compare our ultra short term ETF portfolios with several famous bond funds. Specifically, we look at DoubleLine’s bond funds.
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October 4, 2021: Asset Trends, Market Internals And Inflation Implication
We review asset and market internals and discuss the possible secular interest rate change and its implication.
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September 27, 2021: Newsletter Collection Update
Regular newsletter collection update
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September 20, 2021: Benchmarking MyPlanIQ Fixed Income Bond Portfolios
We continue review of our fixed income portfolios and compare with Trend Pilot bond ETF PTBD.
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September 13, 2021: Benchmarking MyPlanIQ Tactical Portfolios
We compared our tactical portfolios with some popular tactical ETFs and mutual funds including Cambria global momentum GMOM and Ned Davis Tactical fund.
