Asset Types
It's an honor to contribute to our team's annual survey of diversification and correlations. Here, @AmyCArnott1 calls out which asset types bring something to the diversification party and which don't deliver. Her piece includes a link to the full paper. https://t.co/H9PisWxJKS
Wade Pfau Shares Must‑Know Retirement Planning Essentials
Since we started “The Long View,” @WadePfau has been one of our favorite interviews. @AmyCArnott1 and I loved chatting with him about his essential “Retirement Planning Guidebook”and what retirees and pre-retirees should have on their radars today. https://t.co/eRuVonR5nn
Vanguard's Edge: Long‑term Investors Capture Full Gains
"[W]hat appears to have set Vanguard apart is its fund investors largely staying put and, thus, participating more fully in their gains." A good news story, and a characteristically thoughtful analysis, from @syouth1 https://t.co/HCPoMAVGqV
Your Final Five Years: Time to Re‑Shape Retirement Plans
"The 5 Years Before You Retire" is such a wonderful hook for a book: People are getting serious about retiring at that life stage and there's still time to course-correct. @AmyCArnott1 and I had a wonderful chat with author Emily...
Prioritize Peace‑of‑mind ROI over Pure Financial Returns
I'm going to keep banging the drum for decisions that deliver "peace of mind" ROI rather than a financial return, especially for people whose plans are in good shape. My new one. https://t.co/9wYrEdGWx4