The Best Stock Funds In The Long-Term
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.
Stock Seasonality Strategy: Consistency Leads to Long-Term Success
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.
Growth At A Reasonable Price (GARP) Stock ETFs
We discuss two Growth At A Reasonable Price (GARP) ETFs: T. Rowe Price Capital Appreciation ETF TCAF and Invesco S&P GARP ETF SPGP. We further show one can again do better to outperform PRWCX by utilizing the GARP ETFs and total return bond portfolios
Market and Economy Review
We review the current economy and financial markets.
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