Getting Real About Trend Following Returns
A historical look at trend strategies to form better expectations for what their performance.
Book Summary of The Four Pillars of Investing
William Bernstein’s The Four Pillars of Investing is one of my favorite books and covers the theory, history, psychology, and business of investing.
Value Averaging: An Alternative to DCA or Lump Sum
This post explores what value averaging is, how it works, and how to implement the strategy.
When TIPS Outperform and How I Invest in Them
An analysis of when inflation-protected bonds outperform (and underperform) regular bonds.
Debunking TIPS Tax Inefficiency + A Tax Deferred Alternative
The true tax impact of phantom income plus info on a lesser known alternative to TIPS.