A Quiz on the 4% Rule Reporters and bloggers write endlessly about William Bengen’s 4% rule for retirement spending, but its details are widely misunderstood. So...

Short Takes: Mortgage Deferrals, Financial Optimism, and more I wrote one post in the past two weeks in the form of a quiz: A Quiz on the 4% Rule Here are some short takes and some weekend reading: Rate...

Short Takes: Socially Responsible Investing, Future Returns, and more Here are my posts for the past two weeks: The Intelligent Investor Count on Yourself Here are some short takes and some weekend reading: Mr....

Fortress Fiasco A great many investors have lost money on Fortress syndicated mortgages. The fact that investors sometimes lose money isn’t news. But I ha...

What the Experts Get Wrong about Inflation “In the following analysis, we assume future inflation of 2% per year.” How often have you seen something like this in investment projectio...

Short Takes: Seeing the Past with Rose-Coloured Glasses, Hardest Decision in Investing, and more I wrote one post in the past two weeks: What the Experts Get Wrong about Inflation Here are some short takes and some weekend reading: ...

Short Takes: Foreign Withholding Taxes, Financial Happiness, and more I wrote one post in the past two weeks: Fortress Fiasco Here are some short takes and some weekend reading: Justin Bender brings us his ult...

Updated Currency Exchange Method at BMO InvestorLine There is now a more recent update of the method I use for exchanging currency at BMO OnvestorLine . I recently changed the procedure I use...

My Asset Allocation I’ve resisted discussing my asset allocation for some time, but now is finally the time to describe it and the reasons behind it. I’m not h...