personal finance
Finance Friday Articles
- A Conversation About Investing in Whole Life Insurance
- Every Bit Helps
- Focus on the things you can control
- How Much Cash Should You Have In Your Portfolio?
- Money Matters
- Private Real Estate Lending Funds
- The 3 Ways to Get Rich
- The buoyancy of bonds
- The Case For and Against Dividend ETFs
- The Real Reason for the Housing Unaffordability Crisis
- What If You Invested at the Peak Right Before the 2008 Crisis?
- What Lies Beneath
Finance Friday Articles
- 11 Financial Mistakes Easily Avoided
- Beware of Pump-and-Dump Schemes
- Creating Generational Wealth
- Death by Retirement
- Evidence to the Contrary
- How to Do a Backdoor Roth IRA
- Spend Intentionally
- The Law and Strategies to Convert a College 529 to a Roth
- There is no holy grail of investing
- What’s Driving the Stock Market Returns?
Finance Friday Articles
- Fear of Heights
- How Often Do Bear Markets Occur?
- How Physicians Are Affected When a Government Shutdown Is Looming
- How to Empower Our Future Generations with Financial Literacy
- Principles for investing success in four figures
- TSP Stays Mum on Some Details of I Fund Transition (details pasted below)
- We Redid All of Our Estate Planning: Here’s How We Made Sure to Find Emotional Peace
- When Should You Hire a Financial Advisor?
- Why People Mistakenly Think the US Economy Is Terrible
Here is the latest “blurb” on the I Fund TSP transition that is supposed to happen in 2024:
Expanding Investment Options
I’m excited to announce we’re changing the International Stock Index Investment Fund (I Fund) benchmark from the MSCI EAFE Index to the MSCI ACWI IMI ex USA ex China ex Hong Kong Index. The new benchmark increases exposure to non-U.S. stocks from 55% to 90%, the number of countries from 21 to 44, and the number of stocks from roughly 800 to more than 5,000. It will also add access to international small cap, emerging markets, and Canada for the first time. This change should produce a higher risk-adjusted return for the I Fund over the long term.
Finance Friday Articles
- Can Anyone Challenge the Economic Dominance of the United States?
- Diversification Always Matters (My Syndicated Investment Goes to Zero)
- How Much is That $70,000 Truck Costing You?
- How To Afford a House These Days
- How to recover the lost art of disciplined investing
- No Need to Dwell
- Should You Self Insure Your Home?
- The Most Overrated Things in Personal Finance
- The Pentamillionaire Physician: Your Roadmap to Achieving $5 Million Net Worth
- Where is Housing Still Affordable?
- Which Investments to Keep Out of Your Taxable Account
- YOU HAVE MILLIONS OF DOLLARS. PERHAPS YOU CAN INVEST IN FANCY INVESTMENTS, BUT YOU NEEDN’T.
Finance Friday Articles
- 4 Tax Mistakes to Avoid
- 7 Signs Your Advisor is Doing Real Financial Planning
- 8 Reasons Doctors Suck at Money
- 17 Thoughts About Money
- Can You Live On Dividends From Your Portfolio?
- From COW to KARS
- New Year, New Legislation to Exempt Military Retirement Pay From State Taxes
- Should You Invest in Stocks at All-Time Highs?
- The path to financial wellness starts here
- Travel Hacking for Students, Residents, and Those Entering the World of Credit Card Rewards
Finance Friday Articles
- 25 Things You Must Do Before You Retire (and Here’s a Checklist to Help)
- A Lifetime of Wisdom from Charlie Munger
- Bitcoin ETFs: What You Need to Know and Should You Invest?
- Consistent with our philosophy, Vanguard won’t offer bitcoin ETFs
- Historical Returns For Stocks, Bonds & Cash
- I Have $150,000; Should I Be Nervous About Lump Sum Investing It When the Stock Market Is at an All-Time High?
- Money Misconceptions
- New year, timeless investing principles
- Rates Are High and Demand Is Low . . . So Why Aren’t Home Prices Falling?
- Should Your Job Determine How You Invest?
- Tax Savings for Medical Residents
- The ‘best financial development’ in 20 years, explained
- The Holy Grail of Portfolio Management
- What Dave Ramsey and Suze Orman Can (and Cannot) Accomplish
- What is the Historical Rate of Return on Housing?
- When Is a Good Time to Retire?
- What TSP Millionaires Do That Others Don’t
Finance Friday Articles
- 15 Tips for How to Be Rich
- Do I Need to Spread My Assets Between Different Brokerages?
- Historical U.S. Stock Market Returns Through 2023
- Hug the Center Lane
- Should Your Portfolio Be 100% U.S. Stocks?
- Sound money’s return: Not a risk shield but a long-term plus
- These States Passed New Military Income Tax Cuts in 2023
- Updating My Favorite Performance Chart For 2023
Finance Friday Articles
- 24 Rules for 2024
- 2023: It Was a Good Year
- 2023 reading list: From 60/40 to securities lending
- From downturn to upswing: Strong fourth-quarter returns in stocks and bonds
- Investing in Middle Age
- New military child care benefit to kick in starting January 1
- Restoring the Balance Between Savers and Borrowers
- Tax-Loss Harvesting Pairs and Partners
- The Backdoor Roth IRA When Life Is in Flux (and Why to Beware a Contribution in January)
- The Harmful Illusion of Stock Market Downturns
- What’s New With SECURE 2.0
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