Episode 119
Morningstar Investor replaces the old Morningstar Premium subscription service for retail investors. It brings a much needed facelift to Morningstar's portfolio tracker. While it offers features that…
Published on 1 year, 11 months ago
Episode 118
I seem to be fighting a never ending battle against "dividend investing." Don't get me wrong, dividends are an important part of the returns equity investors receive from stocks and stock funds. The …
Published on 1 year, 11 months ago
Episode 117
The debt ceiling crisis is taking us closer to the "X Date," the date the U.S. would start to default on its obligations. Many have asked me what would happen if the unthinkable occurred and the U.S.…
Published on 1 year, 11 months ago
Episode 116
We know that dollar cost averaging (DCA) underperforms lump sum investing (LSI) about two-thirds of the time. That's because stocks tend to go up more often than they go down. But does LSI beat DCA w…
Published on 2 years ago
Episode 115
In this video, I ask ChatGPT some questions about sophisticated investing and retirement topics. Here are a few examples:
What is the 3-fund portfolio?
Is the 4% Rule still valid?
What Fidelity funds ca…
Published on 2 years ago
Episode 113
In this video I'll explain why bonds are a better, long-term investment than cash, particularly for those in retirement.
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Published on 2 years ago
Episode 112
Today we'll start by looking at my investment portfolio. Then I'll answer your questions.
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Published on 2 years ago
Episode 111
Saving for retirement can be a struggle in the best of circumstances. For those 50 or older who have saved little if anything, retirement can seem impossible. In this video I walk through seven conce…
Published on 2 years ago
Episode 109
We'll start tonight with a discussion of how to manage uncertainty when it comes to retirement planning. Then I'll answer your questions.
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Published on 2 years ago
Episode 110
With the recent banking crisis, I've received a lot of emails asking me two related questions. First, what would happen to our investments at a broker if that broker failed. Second, what would happen…
Published on 2 years, 1 month ago
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