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March 27, 2023: 401k Company Match: How To Maximize Your Free Money

March 27, 2023: 401k Company Match: How To Maximize Your Free Money

by MyPlanIQ | Mar 28, 2023 | Feature, newsletter, open-newsletter

We encourage maximizing 401k match and discuss some details on 401k contributions and match.

March 13, 2023: Bank On My Own For Safer And Much Higher Returns

March 13, 2023: Bank On My Own For Safer And Much Higher Returns

by MyPlanIQ | Mar 14, 2023 | Feature, newsletter, open-newsletter

Bank On My Own! Avoid Banks as middle men and get much higher returns and also safer for your money! In this newsletter, we describe what happened for Silicon Valley Bank failure during the weekend and again outline a better way to bank: on your own.

February 27, 2023: Dimensional Fund Advisors and Capital Group ETFs

February 27, 2023: Dimensional Fund Advisors and Capital Group ETFs

by MyPlanIQ | Feb 28, 2023 | Feature, newsletter, open-newsletter

We look at ETFs from Dimensional Funds Advisor and Capital Group and discuss whether they are suitable for asset allocation portfolios.

February 13, 2023: In Praise Of A Conservative Strategic Asset Allocation

February 13, 2023: In Praise Of A Conservative Strategic Asset Allocation

by MyPlanIQ | Feb 14, 2023 | Feature, newsletter, open-newsletter

We point out that a conservative allocation portfolio could be very effective for many types of investors.

January 30, 2023: The Bond Era

January 30, 2023: The Bond Era

by MyPlanIQ | Jan 31, 2023 | Feature, newsletter, open-newsletter

We have another in-depth look at fixed income (bonds) in the current environment.

January 16, 2023: International Stocks In Asset Allocation

January 16, 2023: International Stocks In Asset Allocation

by MyPlanIQ | Jan 17, 2023 | Feature, newsletter, open-newsletter

Developed country and emerging market stocks have positive tailwind that supports its secular relative strength.

January 3, 2023: Review And Outlook

January 3, 2023: Review And Outlook

by MyPlanIQ | Jan 4, 2023 | Feature, newsletter, open-newsletter

We review our portfolios for last year and discuss this year’s outlook

December 19, 2022: Newsletter Collection Update

December 19, 2022: Newsletter Collection Update

by MyPlanIQ | Dec 20, 2022 | Feature, newsletter, open-newsletter

We summarize newsletters written in the past months.

December 5, 2022: Latest Market And Trend Review

December 5, 2022: Latest Market And Trend Review

by MyPlanIQ | Dec 6, 2022 | Feature, newsletter

We review the latest market and economy trends and discuss several scenarios including recession and soft landing.

November 21, 2022: How To Maximize Your Cash Return

November 21, 2022: How To Maximize Your Cash Return

by MyPlanIQ | Nov 22, 2022 | Feature, newsletter, open-newsletter

We discuss several cash substitutes, in particular, we look at floating rate Treasury ETFs as cash substitutes

November 7, 2022: Tactical Bond Fund Portfolios Consistently Outperform

November 7, 2022: Tactical Bond Fund Portfolios Consistently Outperform

by MyPlanIQ | Nov 8, 2022 | Feature, newsletter, open-newsletter

Our fixed income portfolios’ excellent outperformance continues. We also review the current bond markets

October 24, 2022: S&P 500: A Solid ‘Business’ In A Volatile Time

October 24, 2022: S&P 500: A Solid ‘Business’ In A Volatile Time

by MyPlanIQ | Oct 25, 2022 | Feature, newsletter, open-newsletter

Itchy to buy stocks as they have come down a lot? You might want to consider an excellent ‘business’ stock: S&P 500 index fund.

October 10, 2022: 9.62% Treasury I Bonds: Cash Is Indeed King

October 10, 2022: 9.62% Treasury I Bonds: Cash Is Indeed King

by MyPlanIQ | Oct 11, 2022 | Feature, newsletter, open-newsletter

Treasury savings I bonds are paying 9.62% annually right now. We detail on what and how to purchase I Bonds

September 26, 2022: Markets, Noises, Long Term Strategies …

September 26, 2022: Markets, Noises, Long Term Strategies …

by MyPlanIQ | Sep 27, 2022 | Feature, newsletter, open-newsletter

We looked at markets and also discuss the important concept of large samples or long term in investing  

September 12, 2022: Factor ETFs Review

September 12, 2022: Factor ETFs Review

by MyPlanIQ | Sep 13, 2022 | Feature, newsletter, open-newsletter

We review smart factor based ETFs and their portfolios.  

August 29, 2022: Cash Is King

August 29, 2022: Cash Is King

by MyPlanIQ | Aug 30, 2022 | Feature, newsletter, open-newsletter

We are showing how to get much higher cash returns in this period of stressful times. 

August 15, 2022: Asset Trends Review

August 15, 2022: Asset Trends Review

by MyPlanIQ | Aug 16, 2022 | Feature, newsletter, open-newsletter

We review asset trends and current economic conditions and discuss their future trends.  

August 1, 2022: What We Can Learn From 1970s And 1980s

August 1, 2022: What We Can Learn From 1970s And 1980s

by MyPlanIQ | Aug 2, 2022 | Feature, newsletter, open-newsletter

We examine price behavior for stocks, bonds and real estates in the inflationary period of 70s and 80s. We also discuss the similarities and differences between that period and the current conditions, as well as their implication on investment portfolios.  

July 18, 2022: Fixed Income Is Becoming An Alternative

July 18, 2022: Fixed Income Is Becoming An Alternative

by MyPlanIQ | Jul 19, 2022 | Feature, newsletter, open-newsletter

We discuss the effectiveness of sector and industry rotation in a rising rate inflationary environment. 

July 1, 2022: About The Latest Rebalance

July 1, 2022: About The Latest Rebalance

by MyPlanIQ | Jul 3, 2022 | Feature, newsletter

We review our latest rebalance based on various factors in our strategies including trends, valuation, economic indicators and market internals. 

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Tag Cloud

AAPL AGG AMZN BAC BND BOE BOND COMP CPI DBC DIA DJI EEM EFA F FB GE GLD GOOG HYG IAU intc IWM IYR JNJ JNK JPM MSFT NYA NYT QQQ Recession SPX SPY T TLT uncategorized Unemployment VNQ Volatility VTI VWO Wall Street Breakfast XOM Zacks Funds

RSS Bogleheads Latest Posts

  • Re: Increase Equity Allocation Now? March 30, 2023
    Apathizer wrote: ↑Thu Mar 30, 2023 4:35 pm Yeah, I know market timing is sinning, but sometimes I do think it's OK to sin a little. By that I mean to increase allocation to what's done poorly recently and what many others are dismissing. That's very much how I view bonds now. They're much less […]
    km91
  • Re: How do Re-Married Couples with Children Handle Legacy to Spouses/Kids? March 30, 2023
    Some people don’t care. Intestacy in my state splits it between children and spouse Some people have enough that they can split it Some leave it in a trust for spouse, remainder to children Others use trusts for any combination of the above
    Lee_WSP
  • Re: Do I have to get a hybrid? March 30, 2023
    Mordoch wrote: ↑Thu Mar 30, 2023 5:14 pm bloom2708 wrote: ↑Thu Mar 30, 2023 4:15 pm A Plug-In hybrid has 2 batteries. An all electric battery. Once that battery is used up (or saved for later), the car uses the hybrid battery. Actually the specific answer is it all is the same battery, but once […]
    mrb09
  • Re: Tax withholding assistance/help March 30, 2023
    Nebraska_Drought wrote: ↑Thu Mar 30, 2023 5:11 pm Peter Foley wrote: ↑Thu Mar 30, 2023 4:46 pm You can opt to have additional funds withheld. That is the easy approach. Understand that point, but where is the disconnect happening? Should we both re-do our W-4? I can’t imagine we are unique in our situation as […]
    justgary
  • Re: Missed 2022 RMD March 30, 2023
    fmhealth wrote: ↑Mon Mar 27, 2023 8:54 pm Hi fellow BGs. As the title of this thread suggests, I really dropped the ball!! Somehow I missed one of my IRAs. Total due for this one was about $4,700. Never fouled up like this before. I'll send this check tomorrow. Does anyone have any suggestions of […]
    Alan S.
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*Disclaimer: Any investment in securities including mutual funds, ETFs, closed end funds, stocks and any other securities could lose money over any period of time. All investments involve risk. Losses may exceed the principal invested. Past performance is not an indicator of future performance. There is no guarantee for future results in your investment and any other actions based on the information provided on the website including but not limited strategies, portfolios, articles, performance data and results of any tools.

The website is not operated by a broker, a dealer, a registered financial planner or a registered investment adviser. MyPlanIQ is not affiliated with any retirement plan and brokerages

Investment strategies, results and any other information presented on the website are for education and research purpose only. They do not represent financial planning and investment advice. MyPlanIQ does not provide tax or legal advice. They are generic in nature and do not take into account your detailed and complete personal financial facts and needs. You alone are responsible for evaluating the information provided and to decide which securities and strategies are suitable for your own financial risk profile and expectations.

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