Stable value funds are generally safe from interest rate risk or stock market panics. However, that comes with additional costs and risks.
Bogleheads® Live Ep 3: Rick Ferri, CFA on picking index funds
Rick Ferri, CFA, returns, discussing how to select the right index funds, the difference between investing philosophy and investing strategy, and more.
Bogleheads® Live Ep 2: Rick Ferri, CFA on asset allocation
Rick Ferri, CFA, fields live audience questions on asset allocation, discussing the difference between one’s investing philosophy and their strategy, and more.
Bogleheads® Live Ep 1: Introducing the Bogleheads®
Rick Ferri, CFA, fields live audience questions on asset allocation, discussing the difference between one’s investing philosophy and their strategy, and more.
Should I Prepay My Mortgage If Interest Rates Are Increasing?
Calculations are needed to find out if making money by not prepaying a mortgage, but using cash to invest instead – would be profitable.
Tax-Loss Harvesting Treasury Bond Index Funds in 2022
Over the last 12 months, Vanguard’s Intermediate-Term Treasury fund (VGIT) has lost more than five percent (5%+) of its value. Long-term investors not phased by this short-term volatility can benefit from tax-loss harvesting.