I designed my own retirement income portfolio after firing my financial advisor in 2009 and started my income investing journey by learning all I could about investing. Using Portfolio Visualizer, I ...

The Near Perfect Portfolio Strategy provides SWAN-like attributes and aims to meet income and growth goals while minimizing volatility and drawdowns. The strategy consists of three buckets: Dividend ...

Investing is fundamentally an exchange of spending power today for the attainment of a goal in the future. Building a portfolio to meet these goals requires a long-term perspective, a commitment to ...

The classic balanced portfolio of 60% U.S. stocks and 40% U.S. bonds has rebounded from its worst year in more than a decade but remains besieged by naysayers and doubters. While there are lessons to ...

Does the term “portfolio optimization” sound intimidating? Does the arithmetical or computational aspect bring back the terror of high school math class? Rest ...

Passive income is money received regularly without having to perform active work. Sources can include royalties, a pension, rental income or a business venture in which the investor is not actively ...

Another example is the most recent bear market. When the S&P 500 hit its bottom during the COVID-19 pandemic in March 2020, it bounced back and surged by nearly 98% up until the beginning of 2022.

I was sitting in the lobby of the Hyatt Regency in San Antonio last weekend; my flight wasn’t until later and I was basking in the glow of a successful Bogleheads conference. (Bogleheads are investors ...

Having a job portfolio to share during your interview process is a great way to show, and not just tell, a prospective employer why you’re the best candidate for the job. Telling someone you’re a ...