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An Election-Free Investment Strategy

An Election-Free Investment Strategy

This time it’s different. Sir John Templeton once said that those might be the four most expensive words in the English language. And here we are again – just like it happened in 2012, some friends and clients have asked me if they should move their investments to cash out of fear that an ...
The Goals-Based Investing Illusion

The Goals-Based Investing Illusion

So you like to set long-term goals and then save for them. Well it turns out that goals-based investing may be highly overrated, at least while we’re young, since our lives in the future almost never resemble the future we’re envisioning. Michael Kitces, a guru with a large financial advisor ...
Done by 60: Cashing Out, Staying Put

Done by 60: Cashing Out, Staying Put

Are you within a year or two of an early retirement, or whatever you want to call the next chapter of your life? Before you decide which of your investment accounts you’ll withdraw from to replace your income, you may want to try an alternative strategy and get some cash out of your home while ...
The Renter Sellout

The Renter Sellout

Somehow I’ve branded myself as the guy who thinks renting a home is better than buying one. So I expect to get some grief from a few people when I start shopping for a condo. Am I finally giving in to the societal pressure? No. Am I dying to receive a tax deduction that comes with a ...