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I would add spouse's information and pool Children's information that list them as beneficiaries as well as identifying them with SS / Driver's license.
Often times a living spouse needs documentation of the other deceased spouse such as DD214 for…
July 6 and July 13 episodes with Richard Bernstein:
part 1:
richard-bernstein-on-successful-investment-themes-of-the-past-and-his-favorite-one-now/
part 2:
key-investment-lessons-of-the-last-20-years-from-noted-strategist-richard-bernstein/
Didn't FAIRX take a big bet on Government backed bonds (Freddie/Fannie) that never panned out in the short term?
https://reuters.com/article/us-usa-fannie-freddie-idUSBRE94S19F20130529/
Seemed almost criminal the way the government reneged on thei…
FAIRX comes to mind as a fund that succeeded as a focus fund and then for a combination of reason failed significantly.
Hennessy Japan Fund = HJPNX attempts to identify best Large Cap Japanese companies.
HJPNX - 27 Holdings
@catch22
Your post reminded me of a recent Wealth Track Show where the premise of life + liberty (rule of law) = higher long term investment returns.
Perth Tolle created the Life + LIberty Indexes on the theory that democracy pays. Her Freedom 100 E…
June 14 Episode:
Since taking over T. Rowe Price’s Global Technology Fund Dom Rizzo has outperformed his competitors and market benchmarks. He explains why AI was and will be a major emphasis.
ai-could-be-the-biggest-productivity-enhancer-since-ele…
@hank, Would an IShares ETF work for your needs?
STIP, with an ER= .03%
Through Fidelity:
https://digital.fidelity.com/prgw/digital/research/quote/dashboard/summary?symbol=STIP
Links mentioned in the Video:
https://ficalc.app/
https://newretirement.com/
Article with other links:
decoding-the-chance-of-success-in-your-retirement-plan
May 25 Episode:
Perth Tolle created the Life + LIberty Indexes on the theory that democracy pays. Her Freedom 100 Emerging Markets Index is proof, trouncing its autocracy-heavy benchmark in its first five years.
No consistent relationship has been found between point-to-point TR and safe-withdrawal-rates (SWR)
Yes, I can see how this relationship is inconsistent.
ISTM there are a number dynamics at work and inflation is one that devalues our savings and d…
If one were "back testing a portfolio to forward implement" a retirement Withdrawal Strategy using PV as @yogibullbear has outlined above, what funds would you choose?
We can't count on the same results going forward but the hope is past performanc…
Wonder if the 5% monthly credit can be applied to one's month payment at Chase. Never dawn on me that Amazon would disqualify a 5% cash back on purchases that applied the 5% earned credit. Sound like a class action suit in the making.
Thanks for s…
@yogibearbull, I follow. Hmmm
You can start and end before 2015... up to ten years
You can start and end after 2015... up to today's date (almost 10 years)
But you can not start before 2015 and end after 2015 without PV shortening your inputs date…
Playing around with the new version of PV and the Backtesting Asset Allocation Portfolio tool:
1. I first select "Custom Portfolio" and eliminate the four funds that are preloaded as the "Sample Portfolio".
2. I enter a single ticker for Asset 1 (…
Hi @hank,
Thanks for keeping score here.
You even referenced a @Ted link.
headlines to come:
Upcoming earning will animalize market spirits... roaring kitty leans in!
Hey Honey, does this inflation makes my 401k look bigger?
Leuthold...lights…
Some credit card also offer a bonus (in dollars or points) if you spend $X,XXX in the first number of days of the card's use.
Your Tax bills might satisfy that bonus requirement day one. Nice.
If you are assessed a closure or transfer fee its worth asking the new institution if they reimburse the fee. I have had this experience and worry about transferring fees a little less.
May 5 & 11 Episodes:
Teresa Ghilarducci argues that working longer is not the solution to the retirement crisis. She explains why not and what is.
PIMCO’S Group Chief Investment Officer Dan Ivascyn also runs the world’s largest actively manag…
How far does $1M go in to NYC (Manhattan)? Not very. A $50K salary elsewhere would need to be $150K in NYC. Use this Calculator (linked below) to compare costs to where you live now.
A$50K retirement income would need a $1.2M portfolio (at a 4% SW…
@Mark,
Seems one could sleep well knowing that the income generated (in dollars) is what matters to a retiree who might be considering other income generating options (annuities for one).
Do you find that you are able to generate income equal to …
May 4th Epsiode:
Part 2 of 2
Strong demand and limited supply have created long-term opportunities in residential real estate. Top ranked Baron Real Estate Fund manager, Jeff Kolitch shares his highest conviction investments.
4/27/24 Episode:
Strong demand and limited supply have created long-term opportunities in residential real estate. Top ranked Baron Real Estate Fund manager, Jeff Kolitch shares his highest conviction investments.
A little Retiree fiduciary math:
A retiree pays about 1% (plus or minus) advisor fee annually on their entire portfolio balance.
So, a $1M portfolio would net the advisor about $10K/year in advisor fees.
Let say, at retirement, a retiree decides …
4/20/24 Episode:
Top ranked real estate fund manager, Jeffrey Kolitch discusses the compelling opportunities he is finding in the much maligned commercial real estate industry.
Kolitch is the fund manager of 5*M* BREFX. Year to year it ranks either…
Move is... well...on the move this April!
From roughly 86 to 121. Is it the "speed and change" of the Move or the "high" of the Move that we should be paying attention to?
Here's a 3 month comparison chart of MOVE index and the S&P 500 index.
…
