Should I Move from Stocks to Bonds After I’ve Lost Money? If you’re still having trouble deciding what to do, consider an exercise.
Financial Planning
Bogleheads® Live 14: David Blanchett on retirement planning
David Blanchett answering questions on retirement planning.
Bogleheads® Live ep. 13: Dan Egan on robo-advisor conflicts of interest
Dan Egan answers questions on conflicts of interest of robo-advisors.
Bogleheads® Live ep. 9: Mike Piper on Social Security
Mike Piper, CPA answers questions from the Bogleheads ® on Social Security, investing, and more.
Should I Buy Insurance?
Insurance is best used to protect us from big losses—those we cannot afford to self-fund. When we self-fund, we manage expenses ourselves with our existing savings.
How to Interpret Monte Carlo Outcomes
How do I present probabilistic outcomes (i.e., Monte Carlo simulations) to financial planning clients? I was asked this question recently – while consulting with a company on developing their financial planning software. Fortunately, the answer is straightforward: frame Monte Carlo results not as the likelihood of financial plan failure, but as the “probability of adjustment.” […]