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Chasing Income with Those High Yield ETFs. Smart or Misleading?

Chasing Income with Those High Yield ETFs. Smart or Misleading?

In this issue:

  • Latest in Retirement Savings & Personal Finance: Missed Car Loan at a Record Level, Employment Numbers Revised Down Sharply, 31% of Retirees Considering Returning to Work
  • Chasing Income with Those High Yield ETFs. Smart or Misleading?
  • Tools & Tips: ULTY or MSTY Dividend Calculators
  • Market Overview
The Most Reliable Retirement Savings: Why $1.8 Million is a Popular Lie

The Most Reliable Retirement Savings: Why $1.8 Million is a Popular Lie

In this issue:

  • Latest in Retirement Savings & Personal Finance: Retirement Savings Still Fall Short, Sluggish Home Sales & The Most Overvalued Stock Market
  • The Most Reliable Retirement Savings Needed: Why $1.8 Million is a Popular Lie
  • Tools & Tips: Retirement Spending Calculator Based on a Portfolio, Fund, or Stock
  • Market Overview
The Best Age (62, 67, or 70) to Claim Your Social Security Benefits

The Best Age (62, 67, or 70) to Claim Your Social Security Benefits

In this issue:

  • Latest in Retirement Savings & Personal Finance: Social Security Benefit Tax in One Big Beautiful Bill, The Worst US Treasury Bond Returns in History!
  • The Best Age (62, 67, or 70) to Claim Your Social Security Benefits
  • Tools & Tips: Social Security Benefit Claim Age Calculator
  • Market Overview
Lazy Portfolios in Different Market Conditions

Lazy Portfolios in Different Market Conditions

Understanding how lazy portfolios perform under different circumstances and concepts like maximum drawdown , rolling returns , and asset allocatio can help you navigate through various market cycles.

Tax-Efficient Lazy Portfolios

Tax-Efficient Lazy Portfolios

Lazy portfolio tax strategy can help to enhance after-tax returns for taxable investment accounts. While tax-deferred accounts like IRAs or 401(k)s eliminate immediate tax concerns, taxable accounts require careful consideration of tax efficiency to maximize long-term wealth accumulation.