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Tags: 4% rule

Should you speculate with your retirement portfolio?

Should you speculate with your retirement portfolio?

Posted on January 25, 2021 by Mark | 32 Comments
Should you speculate with your retirement portfolio? Should you speculate with your retirement portfolio? “…if you really can’t refrain from buying individual stocks, then set aside 10 percent of your investment portfolio for stock picking while keeping the remaining 90…
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What is a Financial Plan and what should it cover?

What is a Financial Plan and what should it cover?

Posted on December 9, 2020 by Mark | 18 Comments
What is a Financial Plan and what should it cover? A Financial Plan: your documented plan to meet short-term needs, with confidence you can achieve your long-term objectives, while managing risk. That’s a bit to unpack but that’s my quick…
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Weekend Reading – Biggest stocks and ETFs, OAS, 4% or 5% rules, stay invested and more #moneystuff

Weekend Reading – Biggest stocks and ETFs, OAS, 4% or 5% rules, stay invested and more #moneystuff

Posted on October 24, 2020 by Mark | 12 Comments
Weekend Reading – Biggest stocks and ETFs, OAS, 4% or 5% rules, stay invested and more #moneystuff Hi All, Welcome to my latest Weekend Reading edition where I share some of my favourite articles from the week that was across…
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Weekend Reading – The Safe Withdrawal Rate (SWR) debate, buying QQQ ETF, new dividend milestones and more!

Weekend Reading – The Safe Withdrawal Rate (SWR) debate, buying QQQ ETF, new dividend milestones and more!

Posted on September 5, 2020 by Mark | 12 Comments
Weekend Reading – The Safe Withdrawal Rate (SWR) debate, buying QQQ ETF, new dividend milestones and more! Hey Everyone,  Welcome to my latest Weekend Reading edition where I share some of my favourite articles from the week that was across…
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Weekend Reading – Debt, tech boom, 4% rule, how to build a dividend portfolio and more!

Weekend Reading – Debt, tech boom, 4% rule, how to build a dividend portfolio and more!

Posted on August 7, 2020 by Mark | 40 Comments
Weekend Reading – Debt, tech boom, 4% rule, how to build a dividend portfolio and more! Hi All, Welcome to my latest Weekend Reading edition where I share some of my favourite articles from the week that was across the…
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Weekend Reading – Personal IPS, reader questions, DIY financial planning and more #moneystuff

Weekend Reading – Personal IPS, reader questions, DIY financial planning and more #moneystuff

Posted on June 6, 2020 by Mark | 5 Comments
Hi Folks! Welcome to my latest Weekend Reading edition where I share some of my favourite articles from the week that was across the personal finance and investing blogosphere. Great day to be outside! I will be out there very,…
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Why the 4% rule is actually (still) a decent rule of thumb

Why the 4% rule is actually (still) a decent rule of thumb

Posted on June 2, 2020 by Mark | 37 Comments
Why the 4% rule is actually (still) a decent rule of thumb I’m not a huge listener to podcasts but I do enjoy them from time to time – beyond the ever popular Joe Rogan Experience that is. Recently, I…
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Weekend Reading – Reader questions, early retirement, 2.4% rules, all weather portfolios and more #moneystuff

Weekend Reading – Reader questions, early retirement, 2.4% rules, all weather portfolios and more #moneystuff

Posted on April 24, 2020 by Mark | 12 Comments
Weekend Reading – Reader questions, early retirement, 2.4% rules, all weather portfolios and more #moneystuff Hey Everyone, Welcome to my latest Weekend Reading edition where I share some of my favourite articles from the week that was across the personal…
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