Category Archives: Money

Jack Bogle and the Presidential Medal of Freedom

Jack Bogle  Jack Bogle on why he started Vanguard Above is a picture of Jack Bogle, the founder of Vanguard, the creator of the modern low-cost index fund and my personal hero. If you aspire to be wealthy and financially independent, he should be yours as well. Before Mr. Bogle the financial industry was set […]

Also posted in Life | 27 Responses

Nightmare on Wall Street: Will the Blood Bath Continue?

Nightmare on the Wall (Street) Courtesy of jflaxman The headline for today’s (Saturday, Oct 18th) post I ripped off from a major financial media outlet. I’m so ashamed. It was the actual headline from a piece they put up this past week to describe the market action on Wall Street. They should be even more […]

Posted in Money | 39 Responses

Stocks — Part XXVI: Pulling the 4%

Courtesy of Fritz Cartoons At some point, if you have been following the Simple Path to Wealth described in these posts, you will be able to chose to have your assets pay the bills rather than your labor. How quickly you reach this point will have much to do with your saving rate and how […]

Also posted in Stock Investing Series | 67 Responses

Stocks — Part XXV: HSAs, more than just a way to pay your medical bills.

Much as been changing in the world of health care here in the US. While the opinions on these changes vary widely, one thing I can say with some certainty is that the number of people having access to and choosing High-Deductible Health Insurance Plans is likely to increase. These plans basically allow you to […]

Also posted in Stock Investing Series | 46 Responses

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 | 34 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 | 73 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 | 8 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 | 53 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