June 2, 2025 – Welcome to another installment in my Safe Withdrawal Series, please check the landing page for all posts so far. Today’s topic is about Small-Cap Value (SCV) stocks and whether they should have a prominent role in retirement portfolios. Some financial experts recommend adding Small-Cap Value to your retirement portfolio, which will … Continue reading Can we increase the Safe Withdrawal Rate with Small-Cap Value Stocks? – SWR Series Part 62 The post Can we increase the S...| Early Retirement Now
Investing beyond a million dollar portfolio includes navigating bad stock markets. Read on: Weekend Reading - Sequence of Returns Risk.| My Own Advisor
A recent paper claims that a portfolio with 100% stocks (50% domestic, 50% international) is optimal. I point out the flaws in that analysis.| Early Retirement Now
Looking at 100+ years of return data, stocks offered an attractive investment for the long run, both in absolute terms and relative to bonds.| Early Retirement Now
I like Die With Zero idea, but the numerical recommendations are nonsensical. There are better ways to deal with the overaccumulation risk.| Early Retirement Now
June 16, 2023 – I wonder if I’ll ever run out of material for the Safe Withdrawal Series. Fifty-eight parts now, and the new ideas come faster than I can write posts these days. This month, I initially planned to write about the effects of timing Social Security in the context of safe withdrawal simulations. … Continue reading Flexibility is Overrated – SWR Series Part 58| Early Retirement Now