Latest Posts
The appeal of market timing is obvious. Who wouldn’t want to get in and out of the market at the best time every time? We’ve talked a lot about market timing in the past – timing risk premiums, trying to time the markets on a daily basis, and the impor…
Building a diversified and effective investment portfolio is an important part of creating an efficient retirement income plan. Much of the research around retirement income planning tends to focus on other matters and not put a lot of weight on portfo…
The appeal of market timing is obvious. Who wouldn’t want to get in and out of the market at the best time every time? We’ve talked a lot about market timing in the past – timing risk premiums, trying to time the markets on a daily basis, and the impor…
Wade Pfau’s latest book gives much needed insight into how retirees can spend money in retirement without constantly worrying about going broke.
Retirement Insights
The latest research and helpful guidance for retirement-minded investors.
View AllInvestment Advice
Practical and actionable advice for beginning and experienced investors.
View AllOccam’s Razor Newsletter
Occam’s Razor is our take on the latest occurrences in financial planning and the markets. It is named after a principle put forth by 14th century philosopher William Occam, in which he makes the case for explanations that do not go beyond what is necessary for clarity. His “razor”, which shaves off the superfluous, is needed even more today, especially in wealth management.
View AllMarket Reviews
Exactly what the name describes, a more in-depth appraisal of the state of the markets.
View AllWeekly Review
Our weekly round up of interesting and enlightening finance-related articles, enjoy!
View All
8200 Greensboro Dr, Suite 1150, McLean, VA 22102
264 South River Rd, Bedford, NH 03110