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July 22, 2014

Retirement Silver Bullet #1: Move

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You’ve heard that baby boomers, as well as Generations X and Y, are behind on theirretirement savings, right? These demographics are regularly bludgeoned in the media and by the financial industry’s marketing machine for their negligence in saving for the future....

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Retirement Silver Bullet #2: Work

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In the first of this two-part series, we discussed the amazing amount of leverage you can gain — even in the case of an apparently floundering retirement scenario —  by moving from a higher cost-of-living area to a lower one. I fully recognize,...

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Small Value Returns Persistent

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It’s been well documented that small value stocks have provided some of the highest returns to investor portfolios over time. The following table provides annualized returns for various equity classes over the 87-year period from January 1927 to December 2013....

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Beware Hot High-Dividend ETFs

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The low-interest-rate environment we’ve been experiencing for six years now has led to the increased popularity of high-dividend investment strategies. But the popularity of a strategy, however, can sow the seeds of poor future returns. This occurs because cash flows...

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