Natixis puts out a Global Retirement Index every year (I found it, as usual, thanks to BankersOnWheels). It’s one of those research pieces that I wish had always existed, especially for someone like me who Read more
On Wall Street, no one ever says “okay, enough is enough.” The mentality is always “if a little bit is good then a lot is better. And if a lot is better then way more Read more
I listened to a podcast where a financial advisor walked through his Goal Based Investing philosophy with a real case. The details were refreshingly specific: a couple, 300k saved, one kid headed to university in Read more
Two weeks ago, I was orphaned by the weekend reading list from BankerOnWheels. But thankfully, Monevator’s list threw me a lifeline: two posts, both interesting, and together they fill in the blanks. Here’s why they Read more
If you spend enough time watching the way people interact with their brokerage accounts, you eventually realize that they aren’t actually looking for “total return.” That’s a lie they tell themselves to feel smart at Read more
Three years ago, I moved into this incredibly well-placed and reasonably priced apartment in Zurich. Then I started this podcast nonsense, which brought a problem along: it made me crave a home office…while I also Read more
In the world of finance, we are largely taught to worship at the altar of the Law of Large Numbers. The theory is simple: over a long enough time horizon, your investment outcomes will eventually Read more
I created the Model Portfolio to turn the complex theories on this blog into a tangible, easy-to-follow roadmap. It’s the definitive answer to the “So, what do I do now?” dilemma. But I don’t just Read more
Roger Nusbaum recently published an excellent piece. And, in the spirit of efficient markets, I’ve decided to steal his title as well. While Roger focused on how to size alternative assets, I believe that’s a Read more