2021 embossed in a brick wall. A dollar sign foil balloon floating in front.

Last Year’s Recovery Was Good. Why Do We Feel Insecure Now?

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If 2021 felt like the year that everything fell apart, well, you’re not alone in that reaction. In the following detailed analysis, senior economics writer Neil Irwin of The New York Times does a masterful job of explaining the shifting… Continue reading

 

Recent Rise in Inflation: Temporary or Permanent?

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How each generation invests is a fascinating topic.  For instance, the generation that grew up in the Great Depression is known for over-the-top frugality. What people today might call “life hacks” often are nothing more than the way great-grandma and… Continue reading

 
carton of gold eggs falling. The carton says 4% Rule Nest Eggs on it.

The 4% Retirement Rule May Not Work Anymore!

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Rising inflationary pressures are wreaking havoc with the longtime 4% retirement spending rule. This classic financial planning shortcut is under pressure. Check out this compelling analysis from The Wall Street Journal. Rising inflation today may suggest that the 4% rule… Continue reading

 
Trillions Book Review

Burton Malkiel’s Compelling Book Review of ‘Trillions’

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Big investment funds have a public face, a famous money manager who is constantly “talking up his fund” on financial television shows. By contrast, index fund investing is hard to comprehend. The Financial Times journalist Robin Wigglesworth got curious about… Continue reading

 
Are index funds doomed?

Is Indexing Doomed? Not If History Is Any Guide

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Meme stocks. Cryptocurrency. Non-fungible tokens. Flashy and controversial trends in investing tend to get the headlines. So be it. Still, the likelihood is that simple, quiet index investing will only grow in popularity. Why? Because inertia is a powerful force… Continue reading

 
Rebalance Tops $1 Billion

$1 Billion Dollars Is Just the Starting Point

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My firm, Rebalance, recently celebrated a milestone — $1 billion in assets under management. It is an easy figure to misunderstand. The firm is not “bigger” or “more important” than a few years ago. What has changed is that an… Continue reading

 
Stick to the boring strategy

Buying Stocks On Your Phone? Do This Instead…

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Less is more, especially when it comes to long-term investing. That’s the conclusion reached by millennial finance influencer Helen Lu, who recently told her followers to stop trading stocks on their phones and instead buy “boring” low-cost index funds. Hear,… Continue reading

 
small-fees-huge-costs-401k

How Small Fees Add Up To Huge Costs In 401(k) Plans

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Most Americans known intuitively that they pay fees for services they get. Tipping in restaurants, for instance. But a huge percentage of Americans don’t know that they pay fees for their retirement plan at work, and that those seemingly small… Continue reading

 
fantasy football is not an investment strategy

An NFL Fantasy Football Draft Strategy Is Not An Investment Strategy

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As summer winds down many of us are heartened by the promise of crisp autumn air, pumpkin spice coffee drinks, and the weekly showdowns of NFL football giants. Amazingly, alongside the absolutely enormous revenue machine that is pro football, a… Continue reading

 
    
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