Wednesday Reading List
The investment and personal finance content you need to see and hear this week, plus my latest book recommendation.
Is Your Target Date Fund Missing the Mark?
Are you counting on target date funds to get you to and through retirement? While popular and seemingly easy, many target date funds have inherent flaws that could actually work against your retirement goals.
Wednesday Reading List
The investment and personal finance content you need to see and hear this week, plus my latest book recommendation.
Should I Sell or Rent My House?
You need to move and sell your house, but given that amazing sub 3% mortgage you have, would you be better off renting it instead? Here's how to figure that out and build a real estate model you can use generally for rental properties.
Mortgages, the Bond Market, and Mortgage-Backed Bonds
In the latest episode of the Wealthy Behavior podcast (transcript included), I talk to Ken Shinoda, a portfolio manager with DoubleLine Capital and head of their mortgage-backed securities team about the current bond market, mortgage-backed securities, and mortgage rates. We dig into: -Opportunities and risks in today’s mortgage-backed securities market -Where interest rates might be going in the next few months and next few years -How mortgage rates are set and when they may drop -What the bond market says about the economy now -Why commingled vehicles are more efficient than buying individual bonds -Why active bond management makes sense
Continue Reading Mortgages, the Bond Market, and Mortgage-Backed Bonds
Wednesday Reading List
The investment and personal finance content you need to see and hear this week, plus my latest book recommendation.
Vanguard Makes a Call on Value and International Stocks
Vanguard - the world's biggest S&P 500 index fan - lays out two types of investments they expect to outperform going forward and I explain how you can add them to your portfolio.
Continue Reading Vanguard Makes a Call on Value and International Stocks
Wednesday Reading List
The investment and personal finance content you need to see and hear this week, plus my latest book recommendation.
September Market Update: A Look Back & A Look Ahead
Sharing our September Market Update podcast for listeners and an edited transcript for those readers.
Continue Reading September Market Update: A Look Back & A Look Ahead
Wednesday Reading List
The investment and personal finance content you need to see and hear this week, plus my latest book recommendation.