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!
Hi. I'm Mike Piper, the author of this blog. I'm 
