Category Archives: Stock Investing Series

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 […]

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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 […]

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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  […]

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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 […]

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Stocks — Part XXII: Stepping away from REITs

Samsara An original painting by Alex Ferrar* Last week I received a comment from a reader named Paul. In it he asked this very provocative question: “Curious why you view REITs as an inflation hedge any more than stocks are an inflation hedge.” As it happens, that’s a question I’d been pondering a lot of late. […]

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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 […]

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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, Money | 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 […]

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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 […]

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Stocks — Part XX: Early Retirement Withdrawal Strategies and Roth Conversion Ladders from a Mad Fientist

Albert Einstein in fine form I like smart people. People who can make me sit back and think, Mmmm. I never thought of that. Or I never thought of that in quite that way. In most fields where I have a lay interest, physics or anthropology or evolution or psychology for example, this is not […]

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