We look at which bonds do best in stock market downturns. Higher quality (especially Treasuries) and longer maturity bonds are better at defense.
Plan By Numbers Blog
Financial Planning simply illustrated by numbers, at our companion blog written by Denis Smirnov.
Stocks vs. Bonds – Offense & Defense
Comparing stocks with bonds and how they act relative to each other to offer better investing outcomes
2019 Mid-Year Review
Some observations from my performance spreadsheets on how things are going year-to-date in various investment areas
Reviewing Market Fundamentals
Despite swings in sentiment market fundamentals remain strong, but is there room for further improvement?
2018 Review: Economy Edition
Despite market volatility, the economy remained on solid footing in 2018
2018 Review: International Edition
USA was the best house in a bad neighborhood while every foreign flavor had a negative return, after 2017 being a banner year across the board
2018 Review: Sectors & Stocks
Reviewing top performing sectors and stocks of 2018
2018 Review: Significant Events and Major Asset Classes
Reviewing major stories of 2018 and how they affected the major asset class performance
Value of Tax Planning
After doing dozens of planning sessions, I wanted to summarize some of the tax planning opportunities and pitfalls that come up over and over again.
Tucson Monsoon – 2018 Update
A quick Tucson monsoon update for 2018