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Portfolio Construction: All Weather vs. Stock/Bond Mix

I’ve been looking for alternatives to traditional stock/bond mixes. Why? Although “everyone knows” that “stocks go up in the long run”, that doesn’t mean most people can stomach the volatility. Can you really imagine seeing half of your money disappear overnight? Also – although stocks have historically always done well over a 15 year time […]

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7 Levels of Investors

Having guideposts or a framework can often be useful for figuring out where you are going and where you are. I referred to the 7 Levels of Investors that John Burley originally put out that Kiyosaki made famous. Here’s a link to that free e-book which I’ve found useful as a guide: http://belnapfamily.net/teach/7Levels.pdf The table […]

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Some thoughts on Robert Kiyosaki + Rich Dad Poor Dad

A question in the FI/RE movement came up recently: “What do you think of Robert Kiyosaki”? I’ve spent a lot of time studying Robert Kiyosaki. I think there are lots of good things (and some bad things) about him: The Good: * Investing is largely about psychology, and very little about “how to”. There are […]