Earlier this month, my article The 60/40 Portfolio vs. The Bucket Strategy compared the two approaches since my retirement and generated a LOT of discussion. The Bucket Strategy outperformed by $241k, […]
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Tag: asset allocation
The 60/40 Portfolio vs. The Bucket Strategy
When I retired in 2018, I implemented the Bucket Strategy. What would have happened if I had used the 60/40 Portfolio instead? I decided to find out. For today’s post, […]
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The Case for an All-Weather Approach
Like many teenage girls, I had my high school bedroom walls covered in posters. Actor Rob Lowe took center stage, with a bit of Matt Dillon sprinkled in. (Ladies of […]
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I Want to Believe in Unicorns
I want to believe in Unicorns, but their magic is too good to be true. The same could be said of many investments. I speak from experience, and today I’m […]
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What’s More Important Than a Safe Withdrawal Rate?
On a random weekday earlier this month, a few hours of unexpected free time materialized on my calendar. My eyes quickly darted to Bill Bengen’s new book, A Richer Retirement: […]
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My Biggest Surprise in Retirement
Surprise! Fritz here. I know I said I was retiring from full-time blogging, but we’ve just started a two-month home expansion project (a 700 sq ft addition), and our house […]
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From Food Stamps to FIRE (A Case Study on Retirement Planning)
Note: This post includes Amazon Affiliate links, which will compensate me at no cost to you if you order through the links. Most of us enjoy hearing inspirational stories. It’s […]
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Why I Sold Our Target Date Retirement Funds
If you’ve been saving for retirement, you’re likely familiar with target date retirement funds. These funds allow you to choose your expected retirement year (e.g., 2025) and they automatically rebalance […]
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A New Free Tool To Manage Your Asset Allocation
I just created a free new tool for you to kick off the New Year and today I’m sharing it with you, along with screenshots and detailed instructions on how […]
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The Bucket Strategy In A Bear Market
The bear has come out of the woods. The question is: were you prepared? We implemented the bucket strategy as our defense when I retired 4 years ago, and this […]
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