FINANCIAL PLANNING

Over the years, we've collected some unique articles, blog posts and other content which question many of the established beliefs about financial planning, expected market returns and income management in retirement.  Some of the content is our own while others is from other sources.  The name of the content provider is in parenthesis.  Click on the links embedded in this page to access the content:

FINANCIAL PLANNING

Volatility Matters (McCracken, MAC) A look at how volatility can impact a retirement account when distributions are being withdrawn from the account

Destitute at 80: Retiring in Secular Cycles (Ed Easterling, Crestmont Research)  A must read for anyone ever thinking about retiring

Portfolio Mismanagement (Ed Easterling, Crestmont Research) Learn how to effectively diversify a portfolio

MODERN PORTFOLIO THEORY / INDEX INVESTING / EFFECIENT MARKET HYPOTHESIS

Index Investing (McCracken, MAC)

R.I.P MPT (Green, MAC)

Markowitz Misunderstood (Ed Easterling, Crestmont Research) Read the truth about possibly the most grossly misunderstood document in all of personal finance

EXPECTED MARKET RETURNS

Bizarro Rule of 72 (McCracken, MAC) Apply the oldest trick on the book to determine stock market returns for any 20 year period

The "Tower of Babel" Indicator (McCracken, MAC) The indicator that has been successful 83% of the time of recongizing when a stock market will fall 50% or more.

Waiting for Average (Ed Easterling, Crestmont Research)  Answers how long a typical investor will have to wait to achieve the market's long-term average return of 10.4%

The Truth About P/Es (Ed Easterling, Crestmont Research) Read about the greatest factor determining investors long-term returns

CHOOSING A FINANCIAL PROFESSIONAL

Fee-only Advisers vs. Fee-based Advisors vs. Commission Brokers (McCracken, MAC) Compare and contrast the advantages to working with different types of financial professionals

Why I Fired my Broker by Jeffrey Goldberg (McCracken, MAC) Exposes the truth about the nature of Wall Street

The Virtues of a Great Money Manager (McCracken, MAC) White Paper detailing the three common characteristics maintained by all great investors

The End (of Wall Street's Boom) (Michael Lewis, Conde Naste Portfolio) An article by Michael Lewis so you have to read it.

 

 

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INVESTING 101

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