Theory & Books
5 Rules of Thumb: A Starting Point for Beginning Investors
The world of investing is vastly complex, but only if you let it be. There are some great books and websites on which to get started, but even these can be a bit much for someone looking to put their … Continue reading
List of Lazy Links: 5 Resources for Building a Simple Portfolio
Simplicity can be surprisingly difficult – or at least: choosing between easy-to-implement options is itself sometimes a challenging task. If you are not quite sure where to get started on the road to lazy investing, here are some useful jumping-off … Continue reading
Return of the Rates: 4 of the Best Investments for Periods of High Inflation
Inflation is perhaps the biggest enemy of a would-be retiree, eating away at the value of core investments virtually across the board – the 70s shook investors to their core, causing many to flee stocks and bonds in favor of … Continue reading
Best Investment: 10 of the Top Books on Long-Term Investing
First: hurry up and wait. A little knowledge goes a long way, as they say – in this case, a few dollars and hours worth of insight today could compound for decades in ways you have no yet imagined, paying … Continue reading
Jack Bogle: 8 Video Interviews with Vanguard’s Founder
Mr. Bogle is a man of many dimensions, but with a deep-running moral core and steadfast long-term convictions in the power of passive stock market investing. Born in the same year that started the 20th Century’s Great Depression, he has … Continue reading
DCA or Lump Sum? Dollar Cost Averaging vs All-at-Once Investing
So you have money you want to invest, and you know what you want to invest it in, but are not sure when to do it. Put it all in and you might be buying cheap, or accidentally be adding … Continue reading
Gold Bugs: Blinders Off, Please, and Watch for Windshield Wipers
The above chart summarizes everything wrong with the gold perma-bull position. Taken out of context, it looks like gold is a no-brainer – might as well just cash out those bonds, sell off those stocks and sit tight, right? Wrong. … Continue reading
Global GDP Over Time: What a Difference a Decade Makes!
There is fact and there is speculation – we can never be sure what will happen to growth rates of markets or Gross Domestic Products over time, but history (illustrated by the chart above) shows they change significantly from one … Continue reading
100-year of 8 Secular Bull & Bear Market Cycles [Graphic]
According to Rydex, “history shows that the market typically moves in cycles. In the past 114 years, there have been four bull markets (shown in green) and four bear markets (shown in red). Investment strategies that work in bull markets … Continue reading
Bill Gross Treasury Scare Illustrates the Problem of Predicting Bond Markets
The man is nearly synonymous with actively-managed bond investing, and arguably with good reason: his Total Return Fund has hundreds of billions of dollars under management, has done very well overall and Bill Gross also makes a point of being … Continue reading