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Lifeboat Drills Financial Planning In The Good Times

Lifeboat Drills: Financial Planning in the Good Times

This article was also published in TheStreet.com Overall, the stock and bond markets have been very strong since late 2022, and as I write this in early 2025, the economy and the stock market are not showing signs of impending doom. However, when markets go on an extended run there […]

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What Is The Right Amount Of Cash In A Portfolio

What is the Right Amount of Cash in a Portfolio?

We recently posted an article explaining why, even though money markets and certificates of deposit may have very attractive yields right now, we can’t allow ourselves to over-allocate to cash investments. The too-long/didn’t read version: Over time, money markets and certificates of deposit have historically underperformed inflation, bonds, and stocks. […]

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