Stable value funds are generally safe from interest rate risk or stock market panics. However, that comes with additional costs and risks.
investing
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.
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 […]