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…
Video on SEP-IRA rules and pensions
In this video, I review some recent blog posts on SEP-IRA rules in New Jersey, the prospects for pension change, and inflation.
Past Domestic 60/40 Portfolio Fails
The stock market has had a big run on hopes that the war with Iran is ending. The S&P 500 is up more than 3%…
Create Your Own Inflation Protection
You may be more responsible for retirement savings than your parents. That’s because Social Security will be broke in seven years, and it’s likely that…