I visited my accountant, Bob, this week to finalize my 2017 taxes. Yep, I was little late completing them, but he finalized the returns and filed them this week. When we sat down, he gave me some information for my tax planning for 2018. I’m

I count 46 actively managed, general stock funds at Fidelity, and I conclude that you can buy two that have outperformed their peer index fund over the last decade. Four of the 46 are closed to new investors (four of the best performing funds). So

Oh, I hope not. If you are a Nest Egger, the answer clearly is NO. If you are not a Next Egger, you may find that that your Investing Cost is your top monthly expense. It is for a couple of friends of mine.

I’m a bit surprised that so few folks I know compare the performance of their investments to a very simple portfolio of index funds – what the market basically gives all investors. We Nest Eggers own just a few index funds, and we know we

Of course time does not speed up as we get older, but the illusion in our brain is that it indeed speeds up. Years can fly by. Once we are past 40 or 50, a year seems to last a fraction it did when we

Well, this article says it’s a slam-dunk. Investment Strategies To Improve on Passive US Indexing states Equal Weighting is the way to go for retirees. The purpose of this post is to discuss the article and give you evidence from performance of several Equal Weight

I’ve asked that question to a number of retired folks. I was a bit surprised with the answers. Most retirees had not given a thought as to what that means other than the obvious: the market has been good to them. Maybe too good in

No, you should not overweight your portfolio with Smaller Company Stocks. Just maintain a proper, healthy weight. In Nest Egg Care, I recommend that you own smaller company stocks in proportion to their contribution to the total stock market. That means I like a

It’s a key part of the Nest Egger Way: Nest Eggers invest to be at least in the top seven percent of all investors. We invest to simply and efficiently keep 98% of what the market in aggregate gives all investors. We don’t try

A prior post discussed the insurance value of bonds. When stocks tank, bond returns are always better and almost always MUCH BETTER – as much as 63 percentage points better in a year. Since we retirees are selling securities each year for our spending, we