Here is a new article for AdvisorPerspectives on active ETFs. The ETF structure is a good choice for active management because of its tax efficiency.
How to chaos-proof your portfolio
My latest article on managed futures strategies using momentum to deliver something that has not correlated with stocks and bonds.
Mindful Advisory mentioned in MarketWatch article on REITs
Brett Arends at MarketWatch mentions Mindful Advisory, LLC in an article on REITs. They appear fairly valued by their historical standard, but that may be…
New video
New edition of Driving Returns where I discuss my new review of Bill Bengen’s book updating the “4%” rule and a quick markets update
Market update
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…
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…