Investing & Retirement

Should you be hand-picking stocks? Timing the market? Or taking the “lazy portfolio” way out?

Investing and Retirement are complicated and consequential topics. The articles below address these complex ideas.

I hope you enjoy them! And let me know what other questions you’d like me to dig into.

Stocks, Rock, and Two Blasting Speakers

Growing up, our neighbor was erratic. He was an unwell man, and it manifested in many ways. Today, we learn from him.

If dividends and investment income are supporting your lifestyle, does that matter for “safe withdrawal rate” retirement math?

There are billions of people out there, and at least many millions are market participants. I cannot change all their minds. None of us can.

How important is “asset location” – the practice of placing “high tax” investments into our qualified, tax-advantaged investing accounts?

Can a small difference in retirement date affect someone’s spending for the next 30+ years? Should I reset my retirement withdrawals?

Remember that scene from Gladiator? Well, it’s going to help us through volatile markets