Browsing: Returns

There’s a table you’ve probably seen on just about every investment platform known to humanity. It shows recent returns history and looks something like this: Cumulative…

It has only been a month since Southwest Airlines’ first planes touched down in Sonoma County, but an airline turf battle is brewing in California’s wine…

If there’s one asset we all definitely hold, it’s cash. So it’s odd that there isn’t a long-run cash index available – one that we can use…

Image Source: ShutterstockIf you’re still waiting on your tax refund in 2026, you’re not alone—and the reason may surprise you. The IRS has ramped up identity…

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To everyone who read the headline of Using Airline Points to Manage Sequence of Returns Risk and feels this is a ridiculous premise, hear me out.…

Venture capitalists often emphasize their ability to pick winners. Yet the data tell a harsher story: roughly 90% of early-stage VCs fail to outperform a simple…

Today’s guest has done the seemingly impossible—gotten rental properties for one dollar, used dirt to cover his down payments, and achieved the (to many investors, extinct)…

When I began planning my financial future, I became obsessed with nailing a realistic rate of return. All of the investment calculators required one. Plus, everything…

One of the biggest financial dilemmas for retirees is Sequence of Returns Risk (SORR). This is generally thought of as a retirement where, despite having adequate…