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Grok’s Tip #14: Avoid long-term corporate bonds

Grok’s Tip #14: Avoid long-term corporate bonds It’s a tough fixed income investing environment out there, no question. Bond yields are brutally low with the 10 year treasury yield under 2% and t-bills...

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Asset Location in Various Accounts

Last July, I wrote Asset Allocation Across Multiple Accounts, an article discussing what type of asset (stocks, bonds, REITs, etc.) should be stored in what type of account (taxable or tax sheltered)....

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Zero Income Tax in Retirement

There was a discussion on Bogleheads.org started in late 2011 about how a married couple with 6-figure expenses in retirement could pay zero income taxes. I also recently read an article at Forbes,...

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Paying Bills for Adult Children

There has been much written in the media about sandwich generation, in which people are paying expenses for both their children and their parents. An interesting take on this is what to do about adult...

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Don’t Keep Secrets

When my wife and I were dating, I told her all about myself without any secrets, not that there was much to tell. Ever since, the only secrets I keep are little things that she wants me to keep, like...

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