Any thought on the use and safety of stable value funds in a 401(k)? I’ve gotten a couple of questions about stable value funds recently. That’s likely because investors may be lured to them with interest rates increasing. Also, conservative investors are drawn to the predictability of a stable value fund. After all, the up-and-down […]
Investing
Bogleheads® Live Ep 3: Rick Ferri, CFA on picking index funds
Host Jon Luskin, CFP® asks your questions to subject matter experts live. You can get the dates and times for the next Bogleheads® Live by following the John C Bogle Center for Financial Literacy (@bogleheads) on Twitter. You can see a list of previous Bogleheads® Live episodes here. Ep 3: Summary Rick Ferri, CFA, returns, […]
Bogleheads® Live Ep 2: Rick Ferri, CFA on asset allocation
Host Jon Luskin, CFP® asks your questions to subject matter experts live. You can get the dates and times for the next Bogleheads® Live by following the John C Bogle Center for Financial Literacy (@bogleheads) on Twitter. You can see a list of previous Bogleheads® Live episodes here. Ep 2: Summary Rick Ferri, CFA, fields […]
Bogleheads® Live Ep 1: Introducing the Bogleheads®
Host Jon Luskin, CFP® asks your questions to subject matter experts live. You can get the dates and times for the next Bogleheads® Live by following the John C Bogle Center for Financial Literacy (@bogleheads) on Twitter. Ep 1: Summary Rick Ferri, CFA introduces the Bogleheads®, discusses the importance of spreading the word of low-cost […]
Should I Prepay My Mortgage If Interest Rates Are Increasing? Debt Arbitrage in 2022
Prepaying a mortgage may no longer make sense in 2022. That’s because the Federal Reserve recently voted to raise interest rates, with further increases planned for later this year. With increasing interest rates, investors might be able to profit from historically low mortgage rates. Yet, calculations are required to determine if mortgage arbitrage – making […]
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.