It’s been a strong year for markets so far, but an odd one too. Non-US stocks are outperforming, and Southern Europe countries’ indices, in particular…
Category: Uncategorized
The 4% rule gets a boost to 4.7%
Here is my review of Bill Bengen’s new book for AdvisorPerspectives. Bengen is the founder of the “4% rule” for retirement distributions. Running his back…
Tale of two markets in 2025
In a new Citywire article, I describe how markets declined initially this year, and then rebounded hard on Trump’s tariff delays. How will the market…
Emerging Markets Bonds are hot
In my latest Citywire article, I discuss the recent winners and losers in Morningstar’s Emerging Markets Bond fund category. Foreign currency exposure has helped, and…
Mindful Advisory mentioned in MarketWatch
Financial writer Brett Arends mentioned Mindful Advisory, LLC in a piece this week on market valuation. Stocks have rarely been this expensive on the CAPE…
Retirement Simulation (New MarketWatch article)
I ran a simulation in an article for MarketWatch on how the largest-10 Target Date 2020 funds fared over the past four years using Bill…
Grantham: Nothing good ever comes from a Shiller PE of 34
I summarize Jeremy Grantham’s latest article where he says the whole US market is overpriced, but identifies a few places where you can minimize damage.
Could dividend ETFs be ready for liftoff?
My article for ETF Trends on dividend growth funds:
The 4% rule is now the 4.7% rule
My article from last Octobor on MarketWatch including an interview with Bill Bengen who invented the “4%” retirement distribution rule