Rates of Return Are Misleading in Retirement

by | Feb 23, 2026 | Retirement

Reading Time: 6 minutes Here’s a quiz for you: Two portfolios. Same starting balance of $1 million. Same 16-year period from 2000-2015. Both take $50,000 per year (adjusted for inflation) to fund retirement. Portfolio A: 100% stocks, earned 8.08% average annual...

The Bias Buster Investment Strategy

by | Jan 30, 2026 | Portfolio Management

Reading Time: 4 minutes The Bias That’s Costing You the Next Gold Rush If you’ve read my resources page or talked with me about investing, you know I’m a big fan of Tactical Asset Allocation. Here’s the honest answer why: it’s the only...