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A BETTER PLAN
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A BETTER PORTFOLIO
You deserve a Better Portfolio – a Portfolio based on time-tested principles, using best-in-class mutual funds and ETFs, customized to meet your unique needs; a Portfolio that creates more wealth with less cost.
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You deserve a Better Partner – at Planvesting, everything we do is done with a single, over-riding question in mind: “Is this the best we can do to protect the long-term interests of our clients, for the lowest reasonable cost?”
This is a rather sobering view of the state of America’s “Retirement Readiness” by John Mauldin of Mauldin Economics. One-in-three Americans have absolutely $0 in retirement savings, and 87% of us have less than $300,000. Read the full article here >>
The Shiller PE (aka “CAPE”) is one of very few metrics that appears to have some predictive value. The CAPE ratio for the U.S. Market is currently at about 29, well above its historical average of ~ 16.1, which suggests that future domestic stock market returns are likely to be very muted. Ben Carlson makes Read more about Return Expectations[…]
A very interesting article/study by Stephen Huxley and John Kim, which concludes: “The evidence suggests that the portfolios they recommend for “moderate” investors are neither significantly better nor worse than the S&P 500 Index. However, there is a common theme that all the robos share in terms of performance – their short-term nature. In terms Read more about The Nature of Robo-Advisors’ Portfolios[…]
Charles Sizemore sums up some of the best Dividend ETF offerings. Read the full article here >>
Sean Williams of The Motley Fool provides a good overview of retirement plan options for folks who run a small business. Read the full article here >>
Luke Delorme updates some research from 2012 and finds that Tactical funds consistently under-performed a ‘simple’ Vanguard index fund. Read the full article here >>