Investing Blog Roundup: All-Stock Portfolios Are Safer??

This week I enjoyed a recent article in which Allan Roth digs into a surprising set of Monte Carlo results from Fisher Investments, in which all-stock portfolios were shown to be safer than diversified stock/bond portfolios. A good reminder that you need to know what assumptions went into a given set of simulations (or into a given piece of research in general) before you know whether or not you can trust it.

• All-Equity ETF Portfolio Doesn’t Add Up from Allan Roth

Other Recommended Reading

• Advice Doesn’t Have to Be Complicated to Be Effective from Ben Carlson
• IRA Partial Transfer from Broker to Credit Union for CDs from Harry Sit
• Why Do Late Boomers Have So Little Retirement Wealth? from Anqi Chen, Wenliang Hou, and Alicia Munnell
• Retirement Planning: Focusing on the Why and When from Carolyn McClanahan
• Have You Misplaced a Retirement Account? from Kimberly Blanton
• Retirement is Liberating – and Hard Work from Kimberly Blanton

Thanks for reading!