It feels a lot like 2007 again. Almost every major asset class is on fire. People are leveraging up to buy things they don’t fully quit understand. Investing FOMO is all over the place! Let’s review why it feels like 2007 all over again so we can better protect ourselves. Reflection helps us appreciate how […]
It Feels A Lot Like 2007 Again: Reflecting On The Previous Peak Read More »
A stock market melt down is no fun, but there are some positives one can look forward to.
The Biggest Benefits Of A Stock Market Meltdown Read More »
Let me share what a bond yield table is, how to read it, and what bond duration you must choose. Hopefully, everybody has been building a CD Step Stool or a Bond Step Stool (not a ladder). A Step Stool is the smarter approach because the short end of the yield curve has been rising
A Bond Yield Table Makes It Clear Which Duration You Must Choose Read More »
There’s a lot of uncertainty as we head into 2019. The Fed is expected to raise rates another two to four times. We’ve got a slowing housing market thanks to rising rates, rising inventory, and lower overall affordability. We also have constant geopolitical risk that never seems to go away. As investors, we must properly
2019 S&P 500 Price Targets By Wall Street Strategists Are Mostly Bullish Read More »
This is my 3Q2018 review. Out of the 25+ financial accounts I track online, there are only two accounts that I really care about at the moment: 1) My after-tax investment account I created in 3Q2017 after I sold my SF rental house. 2) My real estate crowdfunding portfolio that has mostly investments outside of
Financial Samurai 3Q2018 Investment Review And 4Q2018 Outlook Read More »
Jack Bogle is one of America’s iconic investors and I’m a fan. He is well known for founding and growing the second largest mutual fund company in the world, The Vanguard Group with over $3 trillion in assets under management. Let’s look at his investment philosophies. You may be surprised to know that Bogle was actually
Investment Philosophies From Jack Bogle Of Vanguard Group Read More »
This post will show you how to pick a robo-advisor in the digital wealth management era. Long gone are the days of paying 1% – 3% for a traditional wealth manager to manage your money. Today, you can use free wealth management tools online to manage you money yourself! Thanks to the internet and innovation,
How To Pick A Robo-Advisor In The Digital Wealth Management Era Read More »
Let’s look at ways to add more income to a retirement portfolio. After all, as a retiree, your main goal is to live off your passive income so you don’t ever have to work again. I retired in 2012 with about $80,000 in passive income. However, now that I have a non-working spouse and two
Ways To Add More Income To A Retirement Portfolio Read More »
Here’s the Financial Samurai mid-year 2018 review. After the 10% 1Q correction, I did a lot of reflecting and decided that I had too much risk exposure. As a result, I decided to move from roughly a 70/30 stock/bond weighting down to a 55/45 stock/bond weighting by selling stocks when the market clawed back to even and buying
Financial Samurai Mid-Year 2018 Investment Review And Outlook Read More »
When I first wrote about Understanding Structured Derivative Products As An Investment in 2012, I received some pushback. The media was going on about how structured products helped accelerate the financial crisis partly because investors didn’t understand what they were getting themselves into. It was similar to how some adjustable rate mortgage borrowers didn’t understand how their
Examples Of How Structured Products Work And Perform Read More »
