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…
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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
Two videos on housing
Prices look expensive on a variety of metrics. However, one reason to think they could stay expensive is that new housing starts collapsed after the…
Has AI captured your imagination?
Nobel laureate economist Robert Shiller wrote a book just before the Covid pandemic called Narrative Economics. It’s about how human beings have the propensity to…
Morningstar’s Rekenthaler on retirement income
Retirees are always flummoxed by the question of how to generate income from their assets. But in this recent article, my former Morningstar colleague, John…