Author: Nathan Faber (Page 1 of 14)
The term premium for bonds is difficult to caputre without de-risking a portfolio. Using levered ETPs can help maintain equity exposure while adding bonds.
Accounting for potential dynamic spending in retirement in the planning process can paint a better picture of retirement success and failure.
The perfect withdrawal rate in a retirement portfolio contains more risk than meets the eye. The order of returns is extremely important.
Trend equity is often assumed to be tax inefficient, but it may be tax beneficial by realizing capital gains that reduce the risk of rising tax rates.
Macro Timing with Trend Following
By Nathan Faber
On October 7, 2019