Posts tagged diversification
At or Near Retirement? Time to Say Bucket!
At or Near Retirement? Time to Say Bucket!

Retirees view risks differently, but the greatest risk is behavioral. Let’s discuss a sustainable and tax-efficient approach to retirement distribution strategies.

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Your $ Your Independence, Work Benefits, Retirement Planning, Tax Planning, Retirement, Investing, Debt Management, BudgetingGlenn BrownBudget, Work Benefits, Best Practice, CDs, CFP, Dividends, Dividend Growth, Debt Management, Entitlements, family, Focus on your why, Financial Planning, Goals, Healthcare, Health, HELOC, IRAs, IRS, Income Streams, Investing, Inflation, Investment Management, IRA Withdrawals, Joy, 401(k), Solo K, Local Town Pages, Life Insurance, Medicare, Markets, Net Worth, Roth IRA, Portfolios, Pro-rata rule, Access to Equity, Required Minimum Distributions, Home Equity Line of Credit, Refinancing, Real Estate, Rebalancing, Savings, Traditional IRA, Total Return, Tax Planning, diversification, Savings Prioritization, distribution phase, distribution strategies, tax efficiency, taxes, Experience Spending, Tax-Loss Harvesting, Taxes, Index, Your Money Your Independence, Yields, Asset Allocation
Yes, even the Nasdaq-100 Index rebalances. What about you?
Yes, even the Nasdaq-100 Index rebalances. What about you?

Seven companies (combining Alphabet’s share classes) represented over 55% weighting of the NASDAQ 100 index and were educed to 38% with smaller companies within the index being purchased.

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Investing, Retirement Planning, Tax Planning, Your $ Your IndependenceGlenn BrownInvestment Management, Investing, Your Money Your Independence, Index, NASDAQ, Rebalancing, Bonds, diversification, Lost Decade, 2000s, Magnificent Seven
Dividend Investing - Navigating Hype and Pitfalls To Get Results.
Dividend Investing - Navigating Hype and Pitfalls To Get Results.

Last month, Intel added another chapter to the fallacy of “I don’t care about the stock price, as long as I get my dividend”. Here, I discuss key factors and best practices for dividend investing.


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Economics 101, Investing, Retirement, Retirement Planning, Tax Planning, Your $ Your IndependenceGlenn BrownRebalancing, RMD, Dividends, Dividend Growth, Yield On Cost, Yield Curve, Bonds, dividend aristocrats, Total Return, diversification, high yield stocks, Best Practice, Cash Flows, Local Town Pages, Goals, Capital Gains, Income Streams