Rick Ferri, CFA, fields live audience questions on asset allocation, discussing the difference between one’s investing philosophy and their strategy, and more.
Bonds
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.
More Risk for Less Return: Why Paying Off Debt – If Investing in Bonds – Make Sense; or Mortgage Arbitrage with Low Interest Rates
SUMMARY: Pay off debt if bonds make up any part of your investment portfolio. Even with a portfolio as aggressive as 90% stocks and just 10% bonds, anything with a non-zero interest rate should be paid off. This idea – to prepay debt if investing in bonds – comes as a surprise to those investors […]
Why Invest in Bonds Today?
What is the case for investing in high-quality fixed-income?