April 2022

Was Jack Bogle The 5th Sex Pistol?

When we were in college, the highest compliment was – They’re hardcore.   Poseur was the biggest insult. Jack Bogle was hardcore. We worshiped Punk music. Boston’s Kenmore Square was the East Coast epicenter for Mohawks, Piercings, Motorcycle-Jackets, Combat Boots, Rastas, Skin-Heads, and Skate Punks. I can still see the Graffiti and stickers posted to lamposts…

Tomorrow’s Much Too Long …..When Is My Retirement?

Retirement is an outdated term. The possibilities are endless if you plan correctly. Start by reading this week’s terrific links. Many retirees don’t spend enough. A Wealth of Common Sense Positive age beliefs are critical to a happy retirement. Rethinking65 When should you use a taxable account over a 401(k)? Morningstar Here’s a great IRA…

Portfolio PAIN Isn’t A Four Letter Word

Pleasures are to be avoided if they result in greater pain, and pain is to be welcomed if it results in greater pleasure. –  Epicurus Pleasurable investing is an oxymoron. Good luck adopting buying high and selling low into your investment policy. The human body’s reactions to pain provide sound investing advice. Our default state…

So Many Songs We Forgot To Play…..When is My Retirement?

Being able to choose your response instead of reactivity is absolute freedom. Don’t react to your retirement; start planning it. Our weekly links are a terrific place to start. Will $1 Million be enough for you to retire? The Motley Fool Getting your Teen to open a Roth IRA is a great idea. thestreet.com Americans’…

Should Aaron Judge Click On Invest With Tony?

LifeHack – When you win the game, quit playing. As Bob Marley eloquently stated: The day you stop racing is the day you win the race. Yankee star Outfielder Aaron Judge decided to ignore this advice. Friday, the team reportedly offered a guaranteed seven-year contract of over $30,000,000 annually. Judge and his team nixed the…

Breathe The Pressure…..When Is My Retirement?

Long-term investors can’t avoid temporary market pain. It’s the fee one must pay for the miracle of compounding. Take away some stings by reading this week’s terrific retirement links. How does inflation affect how much you can withdraw from your retirement account? Morningstar Simple advice and common sense are what retirement investors need. AARP Checklists…

Your Portfolio Isn’t A Financial Plan

Would your portfolio exist in a vacuum? Not according to Quantum Physicist Carlo Rovelli. The properties of an object are how it acts upon other objects; reality is this web of interactions. Instead of seeing the physical world as a collection of objects with definite properties, quantum theory invites us to see the physical world as a…

I’m Not Your Stepping Stone…..When Is My Retirement?

An underfunded retirement is a real slap in the face. Learn how to defend yourself by reading this week’s terrific links. Older adults have a different inflation rate than their younger counterparts. Morningstar Gen Z is saving more than Millennials. Yahoo Finance The DOL doesn’t want Cryptocurrencies in 401(k) plans. JD SUPRA Retirement planning isn’t…