Should I Max Out My 401K? Part 2
401K plans have tax benefits over taxable accounts due to their contributions and gains being only taxed upon distribution. Having a...
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Exponential Moving Average Filters
Exponential moving average filters (EMA) are another common type of filter used to filter price data for stocks, bonds and other assets. ...
Is a 10-month Moving Average The Best Choice For Momentum Investors?
Momentum investors typically use a filtered version of price to help them determine if an asset has positive or negative momentum. A...
Cash Equivalent Investments
We saw in the blog post "Using A Simple Moving Average Filter Used As An Investment Indicator" that investing only during periods of...
Using A Simple Moving Average Filter As An Investment Indicator
Many investors use the 10-month simple moving average filter as a momentum indicator. Mebane Faber in his book the Ivy Portfolio showed...
Simple Moving Average Filters
A simple Moving Average (SMA) is one of the most common filters used on stock or asset price information. The primary use for the...
Avoiding Bear Markets
There have been three bear markets in the S&P 500 total return since 1970 where the maximum loss has exceeded 40%. In September of 1974,...
No False Steps
What happens to the overall value of your retirement account if you make a mistake or take a false step by getting out after a bad year. ...
Retire With All Of The Money You Earned
What if you set a goal that by the time you retired you wanted an investment account worth the value of all of your wages added together....
Tactical Multi-Asset Portfolio With Emerging Markets
Investing in emerging markets may offer higher returns along with higher volatility. Adding emerging markets (MSCI EM) as a seventh asset...
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