Category Archives: Investing

Returns Can Disappoint for a Long Time

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Investing can disappoint for long periods of time.  There is no rule that says that over the next 10, 20, 30 years or more, stocks have to return 10%, bonds have to return 7.5% (while also being a strong diversifier … Continue reading

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Balancing Income Growth with Price Risk

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Disclaimer: The article below discusses certain investment strategies, some of which I am currently using in my personal portfolio and some of which I am not.  Do your own due diligence before making an investment decision.  It’s your money; you’re … Continue reading

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Skill, Luck, & the Kelly Criterion

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How do we know if we have skill or are just plain lucky?  Unfortunately for our self-esteem, many outcomes are more determined by luck than by skill.  How do you know when an activity is driven by luck versus skill?  … Continue reading

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Annuities Basics: When to Use Them and When to Pass

Disclaimer: The article below discusses certain investment strategies, some of which I am currently using in my personal portfolio and some of which I am not.  Do your own due diligence before making an investment decision.  It’s your money; you’re the best … Continue reading

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Never Touch the Principal

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Building multi-generational wealth means keeping what you save and investing it well.  Doing this means minimizing how much of the principal you withdraw to fund your lifestyle, at least once you’re living off of your investments.  In an ideal world, … Continue reading

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