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Bonus Points: Contemplating the Cliff
There’s no denying that the world is in an anxious place right now. No matter whether you look outside the window to war and politics or inside your home to increasing prices and shrinking account...
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Portfolio Charts Just Got More Organized
One of the quirks of being an engineer who is still quite creative is that there’s always a natural tension when it comes to tidiness. For example, my desk is usually a chaotic collection of notes,...
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Why Dave Ramsey Is Dangerously Wrong About Withdrawal Rates
With a nationally syndicated radio show, best-selling books, and a popular financial advice service, Dave Ramsey is one of the most famous names in the personal finance space. He’s so trusted that...
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The Best Returns Quilt Covers All Portfolios
People love a good list. From the most memorable events of the year to best phones on the market, there’s never a shortage of ranked lists to get your attention and perhaps point you in the right...
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The New 2023 Portfolio Data Is Here
No matter if it’s a fun new gadget or just some well-earned peace and quiet, I hope everyone received all they wanted for Christmas! And no, I haven’t forgotten about you. Now that we’re slowly easing...
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Track Portfolio Progress With the Rank Over Time Chart
When choosing a guide to carry supplies for a winding journey ahead, it’s worth taking a moment to evaluate the right person for the job. Their relative rank over time is usually not so simple. The...
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The 2023 Data Puzzle Is Complete
Assembling thousands of investing datapoints is a lot like solving a puzzle, and there’s really nothing like the feeling of slotting the last piece into place. The tactile sensation of the perfect fit...
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The Rise of Financial Dopamine Culture
Have you ever been so lost in a content feed that you feel temporarily satiated, profoundly bored, and strangely anxious all at the same time? Of course you have. No matter whether it’s your phone...
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How to Harness the Flowing Nature of Withdrawal Rate Math
Withdrawal rates have always been a passion of mine. Beyond a natural desire to judiciously plan and manage my own early retirement, I’ve also been fascinated with withdrawal rate mechanics from a...
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What Global Withdrawal Rates Teach Us About Ideal Retirement Portfolios
Between my own independent research and the discussions of other investors I enjoy reading, it seems the topic of safe withdrawal rates has been bubbling to the top lately. One particular question...
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