Top Gun FP Client Note: Beware The Ides Of March
NOTE: Every week or two I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive it at the same time as my clients. You can sign up at the top…
Mish: Mutual Funds – And Buy And Hold – Don’t Work In Secular Bear Markets
I used a fee-only financial planner to evaluate our portfolio of mutual funds using a Monte Carlo analysis tool to estimate how much we needed to save annually to hit our retirement “number.” I’ve been a premium Morningstar member for…
Three Great Mutual Funds For The Coming Bear Market
This weekend, both Barron’s and The Wall Street Journal ran articles on good mutual funds for a bear market: “Mutual Funds That Wear Shock Absorbers” (subscription required), The Wall Street Journal, Saturday April 5 and “Our All Star Defensive Team –…