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Portfolio Solutions’ 30-Year Market Forecast for Investment Planning (2014 Edition)

Each year, Portfolio Solutions® publishes a 30-year forecast for stock and bond market returns. There are two sets of return expectations in this report. One is the return expectation based on a real return. This is the pre-inflation estimate. The second is a nominal return. It includes an […]

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The Secret to Successful Investing Is You

If a dish you order at a restaurant tastes better than what you prepare at home, it can be attributed to the skill of the chef. You don’t know how the chef does it, but it’s likely he or she follows a distinct recipe. Similarly, some investors believe […]

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Managing Your Investments Abroad

Technology has made it far easier to live the expatriate life glamorized in the works of Ernest Hemingway and F. Scott Fitzgerald, among other artists and writers. You can gather information about a foreign country by spending a just few minutes online; buy or rent real estate anywhere […]

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The Myth of the Perfect Time to Invest

Raise your hand if you thought on March 9, 2009, that it was a perfect time to buy stocks? That was the day the S&P 500 bottomed out during the financial crisis, which actually would have been a perfect time to get in the market. From that day […]

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Making Sense of Roth Conversions

As a retirement investor, doesn’t it make perfect sense to own a Roth IRA? Tax-free growth and withdrawals. No required minimum distributions. What’s not to love? By believing that you must rollover all or a portion of your money from a traditional IRA to a Roth IRA, known […]

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Remember This About Portfolio Diversification

Philosopher George Santayana famously said, “Those who cannot remember the past are condemned to repeat it.” Unfortunately, humans have a history of doing just that. For example, in the 1800s Ireland ended up planting a single variety of potato to feed its growing population. While first successful, this […]

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Adult Children Move Home? It’s a Good Time to Teach Investing

Whether it seems like it or not, as a Baby Boomer your children likely value your opinion…at least about some things. According to GfK  Roper, a market-research agency, Boomers are a leading generation of “Influentials.” The agency defines Influentials as well-informed and trusted opinion leaders that impact how […]

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Answer These Questions Before You Consider Buying an Immediate Annuity

At times, retirement seems like a multiple-choice test with no wrong answers. That’s because the questions depend on individual variables such as your current finances and financial goals. Consider, arguably, the biggest retirement question: How do I avoid outliving my money? One possible answer is an annuity, which […]

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Your Chances with Active Management

Most investors would rather climb Mount Everest than invest their money in actively managed funds. At least that’s what could be deduced from research that shows investors don’t like their chances of beating the market. Meanwhile, the Vanguard  study ‘Building a global core-satellite portfolio’ demonstrates that active funds, […]

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Hidden Fees Everyone Should Understand

“All truths are easy to understand once they are discovered; the point is to discover them.”–Galileo According to 16th-century astronomer Galileo, scientific achievement comes on the heels of discovery. The same could be said about achieving your financial goals. Consider that to become a successful investor you must […]

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The Role REITs Play in Your Portfolio

A properly diversified portfolio should have assets that, like actors in a play, take on leading and supporting roles. Diversification makes for better theater and better investing. Would “Romeo and Juliet” be as memorable if it were only “Romeo”? Likely not. Would you be comfortable with the risk […]

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Portfolio Solutions®
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Troy, MI 48084

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