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Barron’s Top 50 Annuities

Saturday, May 26th, 2012

Given a dizzying number of features and restrictions, contracts for some annuities — variable and otherwise — can run 300 pages or more. And because each comes with its own small twists, these products can be very difficult to compare. That—and the fact that annuities tend to pay a lot higher commissions than comparable mutual […]

Burton Malkeil on Bonds

Thursday, December 8th, 2011

Interesting piece in yesterday’s WSJ by Burton Malkiel (of Random Walk Down Wall Street fame). The point of his piece is that bond yields will most likely fall below inflation for years to come due to excessive debt and low interest rates and that investors should take a look at their portfolios and make some […]

Dollar Cost Averaging Over the Last 19 Years (The Importance of Rebalancing)

Wednesday, October 20th, 2010

This is a continuation of yesterday’s post. I ran the numbers under the following two scenarios: • $500 per month with no rebalancing. • $500 per month with annual rebalancing. Here are what the numbers look like: I have to say that this one surprised me until I considered everything that has happened over the […]

Stocks and Bonds Over the Last 19 Years

Tuesday, October 19th, 2010

I have been looking for monthly total return history for bonds but haven’t had a lot of luck (unless I want to fork over some serious money). I asked Craig Israelsen and he was able to provide me with monthly bond returns going back to 1991. I’m still looking for monthly returns going back to […]

A Review of Larry Swedroe’s “The Only Guide You’ll Ever Need for the Right Financial Plan”

Monday, August 16th, 2010

I received a copy of Larry’s latest book, The Only Guide You’ll Ever Need for the Right Financial Plan*, a week or so ago. This book is a part of his “The Only Guide” series (see bottom of post for list). In fact, the book refers the reader to the other books in the series. […]

If You Could Have a Do-Over, Which Path Would You Choose?

Wednesday, July 14th, 2010

Considering the brutal market we have been through the last decade, which of the following two paths would you choose if you could go back to January 1990 and start over? A) $5,000 lump sum in Vanguard’s 500 Index Fund and $5,000 lump sum in Vanguard’s Total Bond Index Fund or B) $10,000 lump sum […]

To Buy or Not To Buy…What’s Your Advice for This AFM Reader?

Wednesday, January 7th, 2009

I received the following email the other day from an AFM reader (summarized from several emails): JLP, Greetings! Yours is an awesome website, and it has proved to be very helpful ministry to me as of late. I had a quick question for you. My wife and I are in our 20’s. We have no […]

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