The Irrelevant Investor
MARCH 3, 2019
By Ryan Krueger At a 4% initial withdrawal rate, the odds of nearly depleting the portfolio are equal to the odds of growing it by more than 800% By Michael Kitces The most expensive fund in the top ten inflows for 2018 charges 15 basis points By Ryan Kirlin Smart is not a unique skill. That’s why so many smart people don’t outperform.
Investing Caffeine
MAY 2, 2022
As you can see from the chart below, there have been no shortage of issues and events to worry about over the last 15 years (2007 – 2022): 2008-2009: Financial Crisis 2010: Flash Crash (electronic trading collapse) 2011: Debt Ceiling – Eurozone Collapse 2012: Greek Debt Crisis – Arab Spring (anti-government protests) 2012: Presidential Elections (..)
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Investing Caffeine
APRIL 1, 2022
On the surface this sounds scary, but do you remember what happened the last time the Fed tapped the interest rate brakes during 2015 – 2018? Despite the Fed raising interest rates from 0% to 2.5%, the stock market increased dramatically over that timeframe.
Investing Caffeine
FEBRUARY 1, 2022
Many people have short memories and forget the Fed hiked interest rates 10 times from the end of 2015 through 2018. In the face of this scary period, the stock market (S&P 500) still managed to approximately climb a respectable +22% (albeit with some volatility).
Brown Advisory
NOVEMBER 12, 2019
THE “JAPANIFICATION” QUESTION Investors who were active in the late 1980s will recall that asset prices in Japan reached extreme levels as money poured into the country from all over the world, propelled by extraordinary economic growth. Census Bureau estimates that population growth in 2018 (0.6%) was the lowest since the 1930s.
Brown Advisory
NOVEMBER 12, 2019
Investors who were active in the late 1980s will recall that asset prices in Japan reached extreme levels as money poured into the country from all over the world, propelled by extraordinary economic growth. Census Bureau estimates that population growth in 2018 (0.6%) was the lowest since the 1930s. CRUMBLING FOUNDATION.
Brown Advisory
MARCH 30, 2020
Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” ILLIQUIDITY IMPACTS These dynamics have dramatically shifted the liquidity landscape across financial markets. 10/15/2014 10-Yr U.S.
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