If data dictate that simple trumps complex, why then do we planners continue to design more complex portfolios? As an example of simplicity, over a decade ago I taught my son how to invest using just ...

The end of 2023 has been baffling, economically. Over the last couple of months, the market took a severe beating, with the S&P 500 falling from over 4,500 points to finish October at just over 4,100 ...

I introduced the Simple Retirement Portfolios to investors more than three years ago. Portfolios are meant to provide retirees with a simple way to invest their retirement savings, but with greater ...

As an example of simplicity, over a decade ago I taught my son how to invest using just three index funds: · A total stock index fund such as VTSMX · A total international stock index fund such as ...

In a minimalist portfolio, you can get away with three holdings: equity exposure, fixed-income exposure, and cash. Some additional investments for people in retirement would include short-term bonds ...