We ran a hypothetical retirement simulation using three different portfolios starting in 2020. The results show how amazingly well the S&P 500 has done. That…
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Municipal Bonds: Enough Reward for the Risk?
In this investor letter, I discuss how municipal bonds have dropped in price lately. Consequently, they are offering yields that are worth considering for investors…
New Investor Letter on TIPS
TIPS (Treasury Inflation Protected Securities) are trading more cheaply than they have for much of their recent history. Investors who own them can lock in…
Mindful Advisory MarketWatch Mention on Fund Concentration
Brett Arends at MarketWatch mentioned Mindful Advisory in an article about the heavy concentration in Spacex and Tesla in the Baron Partners fund.
Higher Oil Prices Pressuring Bonds
New Citywire article on bonds is below. Bonds are struggling this year with higher inflation caused by war in the Middle East. Things aren’t as…