The Blog

Top 3 Problems with 529 Age-Based Options

529 plans are a great way to save for college, and most offer a very simple investment option called an “age-based option.” This option automatically shifts your portfolio towards bonds […]

The P/E Ratio

From the March 2010 newsletter: Last time we discussed Q, which seemed to predict future 10yr returns decently well for the US stock market. This time, I introduce a valuation […]

Is Real Estate a Good Investment? (Part 2)

This is the second part of a two-part discussion on real estate. The first part covered buying real estate as an investment, and showed that buying individual rental properties is […]

Is Real Estate a Good Investment? (Part 1)

When I talk to people about investing and personal finance, the topic of real estate inevitably comes up. This is a fairly broad topic, so I have broken up the […]

Valuing the Market With Q

From the February 2010 newsletter: Today, I introduce you to a stock market valuation metric called Q popularized recently by economist Andrew Smithers. Q is defined as the ratio between […]