HEQT - My Own Advisor

Avoiding some big retirement mistakes

Posted on March 29, 2025 by Mark | 31 Comments

Avoiding some big retirement mistakes In a few posts on my site over the years, I’ve shared some big retirement mistakes to avoid. This becomes even more important now that we’re entering a new chapter in our lives: semi-retirement /…

Weekend Reading – How many ETFs are enough?

Posted on January 25, 2025 by Mark | 20 Comments

Weekend Reading – How many ETFs are enough? Hey There! Welcome to some new Weekend Reading wondering: how many ETFs are enough? Before that take, some recent reads on my site… Here is a lively discussion about bonds: do you…

Then and Now – Managing my LIRA

Posted on August 19, 2024 by Mark | 26 Comments

Then and Now – Managing my LIRA Hey Everyone, Welcome to another Then and Now post, a continuation of my series where I revisit some older blogposts and either rip them to shreds (because my thinking has totally changed on such subjects,…

What is a LIRA and how should you invest in it?

Posted on July 31, 2023 by Mark | 84 Comments

What is a LIRA and how should you invest in it? Got a Locked-In Retirement Account (LIRA)? On the cusp on getting a Locked-In Retirement Account thanks to your recent workplace changes? What the heck is a LIRA and why…