Note: This blog post has not been updated for the Section 199A final regulations that appeared over the 2019 Martin Luther King Jr. holiday weekend. … [Read more...] about Section 199A Rental Property Trade or Business Definition
investment
The Retirement Saving Section 199A Deduction Connection
Note: This blog post has not been updated for the Section 199A final regulations that appeared over the 2019 Martin Luther King Jr. holiday weekend. … [Read more...] about The Retirement Saving Section 199A Deduction Connection
The Wisdom of Elders: Bogleheads Three Fund Portfolio
Last Thursday, Taylor Larimore sent me a copy of his new book, The Bogleheads Guide to the Three-fund Portfolio. Saturday morning, I read … [Read more...] about The Wisdom of Elders: Bogleheads Three Fund Portfolio
Sec. 199A Changes Investment Portfolio Construction
Note: This blog post has not been updated for the Section 199A final regulations that appeared over the 2019 Martin Luther King Jr. holiday weekend. … [Read more...] about Sec. 199A Changes Investment Portfolio Construction
Pascal’s Wager and Your Investment Portfolio
Blaise Pascal achieved fame and notoriety for several achievements. The 17th century French mathematician did ground-breaking work in geometry and … [Read more...] about Pascal’s Wager and Your Investment Portfolio
Siamond Withdrawal Rate Not a Pretty Picture
A couple of weeks ago, a respected and rather mathematical member of the popular Bogleheads online investing forum, Siamond, posted a thoughtful … [Read more...] about Siamond Withdrawal Rate Not a Pretty Picture
100% Stocks Allocation Suffers Two Big Flaws
A couple of times recently, I’ve encountered folks proudly using a 100% stocks allocation for their retirement savings. This approach, they say, … [Read more...] about 100% Stocks Allocation Suffers Two Big Flaws
Lessons from Rate of Return on Everything Paper
A few weeks ago, the Federal Reserve published a working paper: The Rate of Return on Everything, 1870-2015. The paper describes 150 years of … [Read more...] about Lessons from Rate of Return on Everything Paper
Stock Market Monte Carlo Simulation Spreadsheet
Microsoft Excel makes it pretty easy for you to build a stock market Monte Carlo simulation spreadsheet. No, sorry, this spreadsheet won’t let you … [Read more...] about Stock Market Monte Carlo Simulation Spreadsheet
Myth of the Long Run Stock Market Return Chart
Last week, I blogged about the unreliability of long run stock market returns. And to provide an angle, I talked about and around the long run stock … [Read more...] about Myth of the Long Run Stock Market Return Chart