Anthony Bourdain: Taking One More Risk Changed Everything

Posted on January 22, 2018 // Leave a Comment

Anthony Bourdain gets to travel around the world, eat great food, and hang out with interesting people. I have read a few of his books and enjoy his TV shows, but this YouTube video from 1 Step Away revealed some new details about how it all … [Read the rest]

Research Affiliates: 10-Year Asset Class Returns Forecast, Q1 2017

Posted on January 21, 2018 // 1 Comment

Investment advisory firm Research Affiliates has an interactive Asset Allocation tool that provides estimates of expected returns for many different asset classes and model portfolios. Their default model is based on valuations like the CAPE … [Read the rest]

Charlie Munger’s Life as a Financial Independence Blueprint

Posted on January 18, 2018 // 7 Comments

Charles Munger is probably best known as the Vice Chairman of Berkshire Hathaway and partner of Warren Buffett. The University of Michigan Ross School of Business recently shared a hour-long talk with Munger on YouTube (embedded below). Munger … [Read the rest]

Connexus Credit Union 5-Year CD at 3.00% APY: Early Withdrawal Penalty Comparison

Posted on January 17, 2018 // 4 Comments

Connexus Credit Union has raised the rates on their 5-year Share Certificate to 3.00% APY with a 365-day early withdrawal penalty. They also have 1-year Share Certificate at 2.01% APY (90-day early withdrawal penalty). Both have a $5,000 minimum … [Read the rest]

The Fall of Landlines and Rise of Cell Phone-Only Households

Posted on January 16, 2018 // 12 Comments

Here's an interesting chart from Statista showing how landline telephones are slowly dying away and being replaced by cell phones only. In 2004, more than 90 percent of households in the U.S. had an operational landline phone - now it’s … [Read the rest]

Berkshire Hathaway vs. S&P 500: Shrinking Edge?

Posted on January 15, 2018 // 5 Comments

It is well-known that the CEO of Berkshire Hathaway (BRK) is Warren Buffett, and that its long-term performance has crushed the S&P 500. This is usually illustrated with an impressive chart like this one from Business Insider: I'm currently … [Read the rest]

Sam’s Club: Free 3-Month Membership Extension (or Full Refund Upon Cancellation)

Posted on January 11, 2018 // 15 Comments

(Update: Sam's Club has added that language that this offer is limited to "members in closing clubs". I'm not sure if that includes if you live in the same area as a closing club.) Sam's Club is offering all of their members a free 3-month … [Read the rest]

50% of American Households Don’t Own Any Stocks At All

Posted on January 11, 2018 // 1 Comment

Here's another stat to add to your knowledge. For roughly half of Americans, the stock market’s record highs don’t help at all, according to a recent Washington Post article. This chart shows that half of US household have no exposure to stocks, … [Read the rest]

Markets Rise and Fall: Is Your Portfolio Ready For Both?

Posted on January 9, 2018 // 15 Comments

It would be great if you could invest in things with high and reliable returns, going up and up consistently like clockwork and without worry. Unfortunately, that's usually the sign of a Ponzi scheme. The chart above illustrates what you have to … [Read the rest]

What If You Invested $10,000 Every Year For the Last 10 Years? 2008-2017 Edition

Posted on January 8, 2018 // 10 Comments

Instead of just looking at one year of returns, here's an annual exercise that helps you look at the bigger picture. You may know the 10-year historical return of the S&P 500, but most of us didn't just invest a big lump sum of money a decade ago, … [Read the rest]

Best Interest Rates on Cash – January 2018

Posted on January 7, 2018 // 21 Comments

Short-term interest rates are rising. Megabanks make billions by pay you nothing for your idle cash. Here is my monthly roundup of the best safe rates available, roughly sorted from shortest to longest maturities. Check out my Ultimate … [Read the rest]

S&P 500 Monthly Total Returns 1990-2017: First 14-Month Win Streak

Posted on January 3, 2018 // 3 Comments

I mentioned in my 2017 asset class roundup that the S&P 500 went up every single month in 2017 and how that was the first time that had ever happened. According to the WSJ Daily Shot, the S&P 500 is actually on a 14-month positive streak. Here's a … [Read the rest]

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