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Freedom Investing in Review (June 2022)
on July 15, 2022
with No Comments
This quarter, we saw that in 1-year returns ending June 30, 2022, Developed Freedom Investing had a -1.19% disadvantage, Emerging Market Freedom Investing had a +0.46% advantage, and Overall Freedom Investing had a -0.12% disadvantage.
#TBT Open a Roth IRA Today or Regret It Later
on July 14, 2022
with No Comments
Roth IRAs have one weakness, but the remedy is to have opened and funded your Roth more than 5 years ago. So do it today!
A Closer Look at Freedom 100 Emerging Markets ETF (FRDM)
on July 12, 2022
with No Comments
FRDM is interesting, but using our country specific funds plus a low cost Vanguard Emerging Market fund allows us to emphasize freedom for as low a cost as possible.
Big Mac Index Shows Official CPI Under Reports Inflation (2022)
on July 8, 2022
with No Comments
I decided to see if McDonald’s famous burger was still appreciating faster than the CPI. It has been.
#TBT What Are Normal Market Movements?
on July 7, 2022
with No Comments
It is common for investors to be surprised by movements in their portfolios. This 2019 article reminds us though that even volatile movements can be quite normal.
No Way To Tell If This Bear Market Is A Bull Yet
on July 4, 2022
with No Comments
Rather than trying to time your investments based on one or the other, the advice is simple. Stay the course. Invest. Rebalance.
Life Lesson #7: Talk to the Duck
on July 1, 2022
with No Comments
This common gift to new computer programmers hides a life lesson for us all.
#TBT Before You Get Out Of The Stock Market, Read This
on June 30, 2022
with No Comments
When you get out of the markets, you have made a huge gamble with your retirement money, and now the stakes are high.
This Month, Here’s How We Tilted (June 2022)
on June 28, 2022
with No Comments
This month, the forward P/E ratios showed considerable variation with many sectors returning to a fairer valuation.
Hoover Fellow Criticizes Faculty For Their Partisanship (June 1988)
on June 24, 2022
with No Comments
This letter to the editor from George Marotta was published in The Stanford Daily on June 24, 1988.
#TBT A Guide to the Bear Markets
on June 23, 2022
with No Comments
This series on each Bear Market helps remind us that there is nothing to fear.
Current Inflation vs. Expected Inflation (June 2022)
on June 21, 2022
with No Comments
Currently, 12-month inflation is 8.58% and the crowdsourced expected inflation is 2.88%. Here’s what to do.
States with Tax-Exempt Interest from U.S. Debt Obligations
on June 17, 2022
with No Comments
As always, it is best to confer with a tax professional on matters such as these.
#TBT Q&A: Can a 529 Reimburse for Last Year’s Expenses?
on June 16, 2022
with No Comments
Unfortunately, neither “yes” nor “no” is a correct answer to this question.
A Second Dip Turns to Bear Market (June 2022)
on June 13, 2022
with No Comments
Stay the course. Rebalance. Don’t peek.