Category Archives: Money

Stocks — Part XXIV: RMDs, the ugly surprise at the end of the tax-deferred rainbow

   Illustration courtesy of The Hindu Someday, if all goes well and you haven’t already, you’ll wake up to find you’ve reached the ripe old age of 70 1/2. Hopefully in good health, you’ll rise from bed, stretch and greet the new day happy to be alive. You’ve worked hard, saved and invested, and now are  […]

Also posted in Stock Investing Series | 32 Responses

Stocks — Part XXIII: Selecting your asset allocation

Life is balance and choice. Add more of this, lose a little of that. When it comes to investing, that balance and choice is informed by your temperament and goals. If I had it to do over, this blog would be likely named The Simple Path to Wealth after one of my very earliest posts […]

Also posted in Stock Investing Series | 66 Responses

Q&A II: Salamat

Salamat An original painting by Alex Ferrar On display at his restaurant Sobremesa, Antigua, Guatemala Welcome to the second in this series of posts featuring questions and answers from the comments that have accumulated during my recent travels. As before, the post is named after the featured painting above. As described in the last post, Q&A, traveling […]

Posted in Money | 6 Responses

Q&A I: Gaijin Shogun

Gaijin Shogun An original painting by Alex Ferrar On display at his restaurant Sobremesa, Antigua, Guatemala Traveling without a computer, as I do, provides a wonderful break from the relentless onslaught of non-stop connectivity that is the mark of our modern world. For a brief few weeks it gives me the chance to return to […]

Also posted in Stock Investing Series, Travels | 6 Responses

Stocks — Part XXI: Investing With Vanguard For Europeans

Who knew? Certainly not I. This all started when I wrote a series of letters to my daughter about financial stuff I felt was important for her to understand. Stuff she wasn’t yet ready to or interested in hearing. (I’m still waiting, Sweetie.) I mentioned this to a couple of friends and, at their request, […]

Also posted in Guest Posts, Stock Investing Series | 48 Responses

1st Annual Louis Rukeyser Memorial Market Prediction Contest 2013 results, and my forecast for 2014

Louis Rukeyser  Well now, this is a bit embarrassing. Early last year I published a bit of satire titled How to be a Stock Market Guru and get on MSNBC. Basically I mocked the idea that anyone can predict the short-term market and laughed at those who claim they can. Just as one of my financial […]

Also posted in Stock Investing Series | 89 Responses

Betterment: a simpler path to wealth

 Make it so, Mr. Data. One of the things I’ve learned in the 2.5 years I have been writing this blog is just how many people there are whose eyes begin to glaze over at the mere mention of investing. They know it is important but their mind just shuts down when the topic comes […]

Also posted in Stock Investing Series, Stuff I recommend | 46 Responses

My path for my kid — the first 10 years

A year from now my daughter graduates from college. Here’s the early life path I suggest to her: Avoid debt. Nothing is worth paying interest to own. Avoid fiscally irresponsible people and certainly don’t marry one. Spend the next decade or so working your ass off building your career and your professional reputation. Spend that […]

Also posted in Life | 79 Responses

Swimming with Tigers, a 2nd chance on the Chautauqua, a financial article gets it wrong and I’m off to Prague

One of 36 seriously cool animal photos While we won’t be swimming with tigers, we also have a seriously cool Chautauqua coming together this September, including our new mountain location: Hacienda Cusin. What might make this interesting to you is this note I just got from Cheryl: “Hey guys, We had a couple drop out […]

Also posted in Chautauqua, Random cool things that catch my eye, Travels | 14 Responses

Homeless, and a bit on the strategy of dollar cost averaging

All packed up and ready to go Drawing by Trisharay Finally, we are homeless. Well almost. Closing is actually Monday April 8th. Then, at around 4 pm, we will formally trade the house for a nice fat check that will be wired directly to Vanguard. Our money, formally tied up in home equity, will be […]

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Also posted in Homeownership | 32 Responses