How Financial Advisors Keep Doomers From Blowing up Their Portfolios
We’re in a golden age for apocalyptic thinking. The threat of AI has taken center stage, but there…
What to Know About Getting a Financial Advisor in Your 20s
Someone I know in their late 20s recently told me they had just hired a financial advisor. It…
Forget the 4% Rule: Why Retirees Should Spend Even More Conservatively
Earlier this month, I detailed a conversation I had with Bill Bengen, the creator of the 4% rule…
The Optimal Setup for Your Investment Portfolio As Retirement Nears
The 4% rule for retirees is easy enough to understand in theory: withdraw that much of your portfolio…
How a 55-Year-Old Teacher Could Replace an $85,000 Salary With Dividend Growth Plus Covered Calls
Quick Read Replacing an $85,000 salary requires anywhere from $708,000 at a 12% yield to over $2.4 million…
How to Enjoy Retirement Without Spending Your Children’s Inheritance
Quick Read A 3.5% portfolio requires $2.29M but grows principal for heirs, while a 10% portfolio needs only…
Social Security Pays $2,081 a Month. Here’s How Much You Need Invested to Match It.
Quick Read Verizon (VZ) and Realty Income (O) anchor a 4.7% blended portfolio requiring just $510,000 to match…
Eric Shanks on NFL RedZone’s Italian soccer roots
In the fall of 2001, a nearly 30-year-old Eric Shanks was dispatched to Italy to acquire Serie A…
62-Year-Old Retiree’s $2.4M Portfolio Could Drop to $1.1M by 80 in the Wrong Market
Quick Read A retiree starting withdrawals during the 2000-2002 crash would have seen their $2.4 million portfolio drop…
My wife and I are nearing 60 and slashed our expenses to $2,700 a month — are we still falling short for retirement?
Imagine Dan and Carol, both approaching 60, who have spent the last several years methodically dismantling their cost…
Türkiye emerges as 3rd-largest country in IFC’s global portfolio
Türkiye stands out as the third-largest country in the global portfolio of International Finance Corporation (IFC), an arm…
My Grandfather’s Advice Helped Me Retire Early From Google at Age 55
This as-told-to essay is based on a conversation with Matt Lowrie, 55, a former Google employee who lives…