Will US Stocks Continue to Outperform International Stocks?
Do you (or your advisor) have skill at making macroeconomic bets? If not, then home-country bias is an unrewarded active risk.
The Best Interest »
2026
Do *Not* Withhold Taxes from Your Roth Conversions
By electing this withholding choice, you are using qualified Roth IRA dollars to pay your taxes. That could probably be the end of the article right there.
If You’re Not Thinking About “Full Price,” It’s Holding You Back.
We are asking the wrong question. “Can we afford it?” focuses on a sticker price. And we’re missing the bigger issue.
The $500,000 Error & The Clients I Want to Work With
Some people want a pilot. Others want a flight instructor. It’s clear that one is more risky, with worse results.
Sequence of Returns Risk – A Simple Example You Can Play With
Sequence of returns risk is a great topic for retirement. Here’s a simple example to show you how it works.
Why 10% Creates an Infinite Difference
A small swing in caloric intake – and a small swing in savings rates – will compound to infinite differences in the long run.