I’ve just finished writing the foreword for Akaisha & Billy Kaderli’s new upcoming book The Adventurer’s Guide to Early Retirement, A New Perspective. To help, they sent me a draft copy for review. It is a great read full of humor, wisdom and practical advice. In it they share this cool calculator… Historic Stock Market Returns …and, figuring… [Continue Reading]
Are bonds done?
In some corners of the investment world, word is bonds are toast. Truth be told, they have been out of favor for some time. Now, with interest rates on the rise — fueled by resurgent levels of inflation not seen since the 1980s — investors’ fears are being realized. The thinking appears to be… Interest… [Continue Reading]
Part XXXVI: Estate Planning 101 — The Simple Path to an Estate Plan
Pull Your Head Out of the Sand By Vicki Cook and Amy Blacklock Before I sat down to write this post, I re-read The Simple Path to Wealth. This quote from JL… “As individuals we only have one obligation to society: To make sure we, and our children, are not a burden to others.” …is… [Continue Reading]
Time to sell?
Story goes that back in 1929 Joseph Kennedy was getting his shoes shined and the shoeshine boy began offering him stock tips. Kennedy promptly returned to his office and sold all his shares. The market crashed and the cash he was sitting on suddenly became the most valuable thing you could own in the new… [Continue Reading]
Investing with Vanguard for Europeans: 2020 update
Please Note: If you are outside Europe and the US, please be sure to read thru the comments on the original of this post. They have become a valuable forum for investors from all over the world. Who knew? Certainly not I. This all started when I wrote a series of letters to my daughter… [Continue Reading]
Part XVII-B: ETF vs. Mutual Fund — What’s the difference?
While I touched on it in Part XVII, the differences between ETFs and Mutual Funds is a recurring question here. Perhaps I should have covered it better. Let’s do that now. We’ll use VBTLX and its ETF version, BND, as examples since those were my choices in my most recent move. ETFs (Exchange Traded Funds) were… [Continue Reading]
Stocks — Part XXXV: Investing for Seven Generations
As I have mentioned many times, we don’t discuss secret stuff at Chautauqua. There is no “special sauce” revealed for investing or life not available here on the blog or in my book. But we do kick around ideas and I sometimes explore concepts rattling around in my brain with the exceptional attendees Chautauqua always… [Continue Reading]
Stocks–Part XXXIV: How to unload your unwanted stocks and funds
If you have come here, read thru the Stock Series and decided the simple low-cost approach described makes sense, you are now faced with the problem of how do you get from where you are to where you want to be. That is, what do you do with all the investments you already have? How, exactly, do… [Continue Reading]
Stocks — Part XXXIII: Optimism
Ya gotta be optimistic if yer gonna be an English Major Several years ago, as an English Major myself and because I can’t draw, I put a description of the cartoon above in my “About” page and in a post or two I can’t remember just now. In it I invited “one of my talented readers”… [Continue Reading]
Stocks — Part XXXII: Why you should not be in the stock market
A couple of weeks back my pal and fellow Chautauqua speaker Firecracker and I were talking. At one point I was sharing with her an insight I had begun to develop about myself. Namely that I simply must be fundamentally wired differently than most folks. One of the key human characteristics that research has nailed down… [Continue Reading]
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