A couple of months back I was walking the dog on a beautiful Fall afternoon. As I sat on a bench enjoying the sun it occurred to me it had been a very long time since I had spoken with my pal Tom. As I dialed, I really didn’t expect to reach him. Seems while… [Continue Reading]
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… [Continue Reading]
Closing up for the Holidays, see you in 2014
Once again the blog is closing up for some R&R holiday time. You’ll still be able to poke around to your heart’s content, but I won’t be available to respond to questions or comments until after the New Year. But before this year slips away, I did want to say…. Have a Wonderful Holiday and… [Continue Reading]
Betterment: The Alternative to DIY Investing
One of the things I’ve learned in the 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 up. They have better things to… [Continue Reading]
Case Study 6: Helping an ill and elderly parent
(Not actually Colin, his mother or sister) Courtesy of Visual Photos In today’s Case Study reader Colin offers us a chance to take a look at a tough situation many us have had or will have to deal with at some point. Many years ago, I did myself and with a situation eerily similar to… [Continue Reading]
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: Hmmm, 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… [Continue Reading]
Death, Taxes, Estate Plans, Probate and Prob8
“With great power comes great responsibility.” Spiderman’s dead Uncle Ben (Oh, and some other guy named Voltaire.) So, too, with wealth. One of the pesky things that nobody ever seems to tell you while you are accumulating it, is that is that having and keeping it requires effort. You must learn how… [Continue Reading]
Case Study #5: Zero to 2.6 million in 25 years
In Case Study #4 we looked at reader EmJay’s potential transition from a current corporate career into a new life funded in part by his financial independence. A family man at age 48 and with 2.6 million in net worth, the conclusion was he easily had the resources to chart and enjoy this next, freer stage… [Continue Reading]
Financial Independence Case Study #4: Using the 4% Rule and Asset Allocations
Today’s Case Study gives us a chance to explore how to determine net worth and how to apply the 4% withdrawal rate against it. It also takes us into the arena of applied asset allocations. Since this correspondence and its questions come from somebody with a high net worth, it also gives me a chance… [Continue Reading]
Case Study #3: Let’s get Tom to Latin America!
Image courtesy of Wikipedia I wasn’t planning two Case Studies this close together. Really. But then Tom dropped this note in my lap (actually on Ask jlcollinsnh) and it proved irresistible on several fronts: –It provides a chance to make a key point about F-You Money: Unlike the amount needed for full financial independence (FI)… [Continue Reading]
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