Category: Prudent Investor Rule
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The Principles and Benefits of Evidence-Based Investing
An excerpt from Ron’s forthcoming book, Mastering the Scienceand Art of Investing: Multi-Factor Strategies for Portfolios Both Prior to and During Retirement
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A Strong First Quarter of 2024 For U.S. Stocks: A Look at Future Long-Term Returns
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Looking at U.S. Stock Returns After Adjusting for Inflation
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Fiduciary Papers #15: The Prudent Investor Rule, 401k Accounts, and Tax-Efficient Investing
In the 401(k) world there has for many years been the option for plan participants to contribute to Roth 401(k) accounts, rather than traditional 401(k) account. For contributions to Roth accounts, no income tax deduction is provided, but (subject to certain requirements) the Roth account permits income-tax-free distributions after age 59-1/2 years. 401(k) accounts, and…
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A One-Page Financial Plan for a New College Graduate
I took a stab at putting together a one-page financial plan for a typical college graduate. The second page is to encourage further self-development, via readings, videos to watch, and concepts to master. Any suggestions, recommendations, comments are welcome! Thank you.
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Should You Invest in the United States or Foreign Equity Markets?
The Spirit of Entrepreneurship I’m a big fan of the United States, the future of its economy, and, as a result, to possessing a home bias with respect to U.S. stocks (versus foreign stocks). Why? Because in the U.S. we have an attitude that makes things happen. In other words, we are a country of…