Investing 101

How much happiness does money buy?

December 27, 2024 — They say that money can't buy happiness...but if you could, how much would you be willing to pay for it?

Investing 101

Victor Meets the Bogleheads

October 23, 2024 — Victor was very pleased to attend the recent Bogleheads annual conference in Minneapolis and do a Q&A session with Morningstar's Christine Benz.

Investing 101

The Most Important Number Not in The Wall Street Journal

September 9, 2024 — By Victor Haghani, James White and Jerry Bell Estimated reading time: 3 min. Announcing a new quarterly market snapshot going out to our research subscribers with long-term expected return estimates for US and global equity markets, plus some other useful bits of information which are also hard to find. If you'd like to receive it, you can sign up here – and yes, it's free. When we think broadly about how to invest, a good starting

Investing 101

TIPS Do Offer Valuable Inflation Protection - But You Need to Decide What You’re Protecting

May 7, 2024 — TIPS are a seemingly attractive counter to inflation-related worries, but do they really offer the protection investors are hoping for?

Investing 101

Merton Share Derivations: What's in your denominator?

May 2, 2024 — Balancing one's portfolio between risky and risk-less assets is no small feat, but there's one rule of thumb that we've found to be largely reliable: the Merton Share.

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