Should I Max Out My 401K?
With a goal of maximizing after tax returns, does it make sense to invest the maximum amount in a 401K or take this money after tax and...
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Momentum is Real
The best estimate of an asset's near term future return is its recent past return. An alternative way of saying this is that bull and...
How Often Should You Rebalance Your Portfolio?
Periodically rebalancing your portfolio boosts overall return by selling temporarily outperforming assets and reinvesting into...
Are S&P 500 Returns Normally Distributed?
Does a normal distribution, or bell curve, accurately model returns for the S&P 500? Below are plots of 47 years or return data sorted by...
Investment Options
Investment is the action of purchasing something today, called an asset, with the goal of having it increase in value over time such that...
What Happens After The Bond Bull Market?
The 35 year bull market in bonds has seen rates on the U.S 10 year treasury fall from 15.32% in September, 1981 to a bottom of around...
International and Emerging Markets are Due
Over the last five plus years, since December, 2010, the total return for domestic stocks (S&P 500) has been 97.0% while international...
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