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06 Sep '20How Much Wealth Should You Have by Age 45?
Continue readingAs a rule, people like to know if they are making progress toward a comfortable retirement, how their wealth compares to their peers, and how their investments are performing. When saving for retirement, the question is often “how much should I have saved at my age?” Ideally, this question would be answered in the context […]
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01 May '21Savings Bonds – Inflation Hedge Series
Continue readingArguably, the simplest of all investments—U.S. Savings Bonds—may be the best current hedge against inflation available. As discussed in my prior post, Are TIPS a Good Investment, TIPS are nearly the perfect inflation hedge. Your return is fully protected from inflation since the bonds yield is adjusted based on actual inflation experienced. You receive a […]
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02 Feb '21Financial Rubbernecking – Part 3: Retirement Accounts
Continue readingHow do your retirement savings stack up? Are you accumulating retirement assets faster than your peers? This is the third posting in a series exploring these types of questions. (See Part 1 – Income; See Part 2- Net Worth) Every three years I look forward to the latest Federal Reserve Board’s Survey of Consumer Finances […]
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12 Jan '21Financial Rubbernecking – Part 2: Net Worth
Continue readingHow do your finances stack up? How are doing compared to others? Are you accumulating assets faster or slower than your peers? How does your net worth measure up to the rest of the country? This is the second posting in a series exploring these questions. (See Part 1 – Income) Every three years I […]
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07 Dec '20Financial Rubbernecking – Part 1: Income
Continue readingTech employees – as a group – are highly-compensated. However, it may not feel that way given the high cost-of-living in many tech hubs like Seattle and the San Francisco Bay Area. To keep grounded, every three years I look forward to the latest Federal Reserve Board’s Survey of Consumer Finances (SCF) to remind us […]
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12 Oct '20Should I Invest Internationally?
Continue readingInternational stocks have been crushed by U.S. stocks over the past decade—and the return from developed international markets has barely outpacing inflation over the past 20 years. Leading some investors to question if they should own foreign equities given this poor performance. For a variety of reasons, we still believe U.S. investors should maintain exposure […]
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28 Sep '20Are TIPS a Good Investment – Inflation Hedge Series
Continue readingWith the Federal Reserve “printing” massive amounts of new money to fund Congress’s record-breaking deficit spending, I thought it would be a good time to review investments considered good hedges for inflation. Ideally a good inflation hedge would maintain (or increase) its real value during periods of high inflation. Today’s post will consider Treasury Inflation-Protected […]
